Contryman Wealth Advisors Service Profile

TAX PLANNING – Retirement Planning Strategies
Provided by Contryman Associates, P.C., and Contryman Wealth Advisors

Description:
Services designed to capitalize on provisions of current tax laws with regard to retirement planning strategies to minimize taxes as you save for retirement and as you withdraw from the funds to pay expenses in retirement.

Benefits:
As tax professionals with Contryman Associates, P.C., who also have experience and knowledge of retirement planning issues through Contryman Wealth Advisors, we can discuss the tax advantages and contribution limits of the many retirement planning options to help you make an informed decision from both the tax and retirement planning standpoints. We can advise you on making contributions to your employer-sponsored retirement plan or help you determine which type of retirement plan may suit your needs.

We can help you determine required minimum distributions from your retirement savings and help you determine when to begin taking distributions depending on other income sources, your life expectancy, etc., to help you maximize tax-deferred growth when possible. Through Contryman Wealth Advisors, we can handle the paperwork involved in rolling your lump-sum retirement plan distribution into an IRA or other investment to help you minimize or avoid current income tax and potential penalties.

Note that the examples mentioned here are only a very few of the tax strategies that may apply to your situation to help reduce your tax liability.

Process:

Meet with a Contryman retirement tax professional

We can evaluate your current retirement plan and your contributions

We can discuss tax implications of current and other retirement plan options

If you are nearing retirement, we can discuss options for retirement funds in your employer’s plan, when to begin taking distributions, and how you may minimize taxes associated with the withdrawals

If you are retired and already taking distributions from your retirement plan, we can advise you on strategies for reducing the amount that must be paid in taxes to help your retirement nest egg last longer

Securities offered through 1st Global Capital Corp. (1st Global Privacy Policy) Member FINRA,
SIPC
Investment Advisory Services offered through Wealth Advisors Network, Inc., D/B/A Contryman
Wealth Advisors.
Insurance services offered through 1st Global Insurance Services, Inc.. and/or Wealth Advisors
Network, Inc.
Wealth Advisors Network, Inc., a Registered Investment Adviser, and 1st Global Capital Corp. are
unaffiliated entities.
Currently, we have representatives licensed to offer securities and investment advisory services
in Alaska, Arizona, Arkansas, California, Colorado, Illinois, Iowa, Kansas, Louisiana, Michigan,
Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, South Dakota, Texas, Washington, Wisconsin,
and Wyoming
This is not a solicitation or offer to sell securities to residents of any other state.

CPA services provided only through Contryman Associates, P.C., and other licensed CPA firms.