Tax-Efficient Retirement Planning

You've worked hard to build your wealth - now let's help protect it. While taxes are inevitable, proper planning can help:

  • Reduce unnecessary tax burdens on your retirement income

  • Avoid common penalties through IRS-compliant strategies

  • Explore often-overlooked options to optimize your assets

Most importantly - you maintain control over how your legacy supports loved ones and causes you care about.

[Disclaimer: Tax strategies vary by individual circumstances. Consult a tax professional for personalized advice.]

Retirement Security Planning

Key Questions We Help Answer:

  • How can I maximize my lifetime retirement benefits?

  • What strategies help protect against outliving my savings?

We Focus On:

  • Social Security timing - When to claim for optimal lifetime benefits

  • Spousal protection - Asset positioning for surviving spouses

  • Longevity planning - Strategies to help make your money last

Note: Individual results vary based on personal circumstances and market conditions

Contact:

417-849-5003

Address:

Phillip White,

DBA Retirement Logistics

1750 E Republic Road,Suite 101

Springfield, MO 65804

Email:

[email protected]