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-efficient retirement planning for over 20 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.

 

PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.

01 YEARS 02 MONTHS 14 DAYS 
UNTIL TAXES GO UP

*This is when the Tax Cuts and Jobs Act expires.

SCHEDULE AN INTRODUCTORY MEETING

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GET YOUR COPY TODAY!

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.

MEMBERSHIPS AND DESIGNATIONS:

I’m Jimmy Miller, CRPC®
Founder of Baobab Wealth Management

Welcome! I found my passion for helping others with their financial dreams over 20 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.

 

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:

CHARLES SCHWAB

AMERICAN FUNDS

PERSHING

PRUDENTIAL

ALLIANZ

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