DEFUSE YOUR BIGGEST TAX TIME BOMBS!
Have you ever noticed that the words ‘The’ and ‘IRS’ spells – Theirs? It doesn’t have to be that way though, not completely anyway…
Most Americans are saving into tax-deferred accounts like IRAs and 401(k)s. What many don’t realize is that they are creating a series of tax time bombs for themselves, just waiting to explode when they least expect it and need their money most!
I have been helping people with tax-free retirement planning for over 25 years now, as an independent fiduciary financial advisor. What I find is that most Americans fail to create (or keep) real wealth. It’s not that they plan to fail, but that they fail to plan.
If you would like to see if working together on a comprehensive financial plan might be right for you, so you can avoid any future tax time bombs waiting for you, fill out the info for a friendly ‘get to know you’ strategy session.
SCHEDULE AN INTRODUCTORY MEETING
Wondering if you are on the right track? Schedule a free introductory meeting that can only lead to good news! If you are doing everything right, great! If we discover that there are areas you may be able to improve, great as well!
*No cost and no obligation beyond completing a short request form and brief survey.
We hate SPAM and promise to keep your email address safe.
SECOND EDITION AVAILABLE NOW!
Many believe it’s a good idea to kick a little of your tax problem down the road by saving money in tax-deferred accounts, like a Traditional 401(k) or IRA. What they don’t realize is this isn’t like kicking a can down the road, it’s more like rolling a wet snowball down a snowy slope!
The tax you save today is really just a loan from the IRS that will grow just like that snowball as you head downhill towards retirement, setting off an avalanche of tax time bombs.
Divorce the IRS shows you exactly how the IRS has designed a tax system that incentivizes you to line their coffers over time with your money if you don’t understand the rules. If you want to understand taxes in retirement and turn the tables on the IRS, this book is for you.
I’m Jimmy Miller, CRPC®
Founder of Baobab Wealth Management
Welcome! I found my passion for helping others with their financial dreams over 25 years ago while attending university in Alaska.
After working at other large financial firms for years, I wanted to be able to provide objective fee-based financial advice through comprehensive planning and really help my clients reduce taxes, invest smarter, and become financially independent.
In 2015, I launched Baobab Wealth Management.
I am a speaker, author, contribute articles for national media, and am the host of the financial podcast, Abroad in America.
When not perfecting financial plans, you will usually find me with my wife, Sonja, and my son, Hendrik, or my clients enjoying international travel and the great outdoors!
Have peace of mind knowing your money stays with established institutions you can trust:
DOWNLOAD OUR FREE RETIREMENT HANDBOOK
Want to make a confident, orderly retirement transition? This handbook is designed as a reference to help you plan one. Register today to receive your copy of “Your Retirement Handbook!”
MEMBERSHIPS AND DESIGNATIONS:
