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Advanced Tax Planning

Ed and TerryWill you be in a higher or lower tax bracket when you retire?  Do you think taxes are going up, going down or staying the same?   Your retirement is too important to be based on common retirement myths.


"The great enemy of the truth is very often not the lie - - deliberate, contrived and dishonest, but the myth - - persistent, persuasive, and unrealistic. Belief in myths allows comfort of opinion without the discomfort of thought." - John F. Kennedy


What is your current tax plan?  Do you have one?  If you’re like most retirees, you probably haven’t even considered what your taxes could be in retirement or you may be making the common assumption that you’ll be in a lower tax bracket when you retire.  And if you have voiced this concern to your financial advisor, they probably told you talk to your “tax advisor”.  The problem with this approach is your tax advisor’s primary concern is to reduce your taxes today, after all, that is how most people determine if they have done a good job.  See, most tax advisors haven’t been properly trained on retirement taxes and how to look at what your future tax liability could be.

As an enrolled agent (EA) and a Master Elite IRA Advisor under Ed Slott, America’s Leading IRA Expert, we have developed a system to optomize how to best manage and minimize taxes both now and during retirement.  Ed Slott can often be heard saying “Taxes will be the single biggest factor that separates people from their retirement dreams.”  Those of us who have saved the most will be the best customers for Uncle Sam.

The question you need to ask yourself is do you want to control your taxes or do you want to be controlled by your taxes?”  The choice is yours.



“Questions? Terry Sammon is a federally licensed fiduciary. Call 800-650-6322 or click here to schedule a no obligation consultation.



 Ed Slott’s Elite IRA Advisor Group

 Terry is a member of Ed Slott's Master Elite IRA Advisor Group, the nation's most exclusive group of advisors for expertise in retirement distribution planning.  Visit "What is an Elite Advisor" for more information and the "Benefits of Working with Your Elite Advisor".

Ed Slott's Elite and Master Elite IRA Advisor Group is a private IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings.  Ed Slott's Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information available to properly and professionally service their IRA clients.  



Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools, education and resources to help their clients through: 

2 workshops per year with Ed Slott, our technical consultants, and guest speakers from Ed Slott and Company's network of expert colleague with cutting-edge, practice-building ideas

Access to the Elite section of with a wealth of resources ONLY for our Elite advisors, including Ed Slott and Company's custom-designed modules - diagnostic checklists that advisors can use to ensure that their clients' IRAs are set up and maintained correctly

Live Q&A teleconferences

Immediate updates via email alerts and webcasts on the latest changes to IRA tax laws

IRA technical consultants to answer your tough questions

Who is Ed Slott?

Ed Slott is a nationally recognized retirement account distribution expert and has been called "The Best" source for IRA advice by The Wall Street Journal.  He is the author of The Retirement Savings Time Bomb...And How to Defuse it, Parlay Your IRA into a Family Fortune, and Your Complete Retirement Planning Road Map and is a frequent contributor to The New York Times, The Washington Post, The Wall Street Journal, Los Angeles Times, Time, Newsweek, Fortune, Forbes, Money and USA Today.  Mr. Slott has created several nationally aired and #1 Public Television Fundraising Specials including his most recent "Retirement Rescue" and has appeared on NBC, ABC, CBS, CNBC, CNN, FOX and National Public Radio.

Questions? The advisors of Pinnacle Wealth are federally licensed fiduciaries, CPA’s, and Enrolled Agents.  Call 1-800-650-6322 or click here to schedule a no obligation initial consultation.



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