Retirement
Finance & longevity guidance for you and your loved ones
Longevity
Learn ways to balance your approach to retiring with a goal of increased health, happiness & longevity
Planning 2022... & beyond!
Learn how to plan your retirement comprehensively from seasoned professionals
Get Answers
Get answers to your pressing questions regarding retirement and relevant planning strategies
Topics
Learn key principles to help you…
1
Protect your estate from long-term care expenses while remaining in your own home
2
Navigate high inflation and market volatility that retirees face in 2022
3
Learn how to recieve a tax-free inheritance. Hint: Be careful about ownership and financial vehicles
4
Protect your family from the pitfalls of probate
5
Spend more time with loved ones. Too many retirees are “on-call”— constantly stressing over which forms to fill out or how tax code updates will affect them. Avoid wasting your golden years
6
Understand why a living trust may be more effective than a regular will & why you may need one
7
Bypass the “gift tax” that can occur when giving money to family and friends
8
Decrease the tax on your IRA or 401(k) for a
potentially more comfortable retirement
9
Understand when you should not put your children on your bank accounts and property titles
10
Take advantage of valuable resources that are available to retirees across the Salt Lake Valley and learn how you can use these benefits to make the most of your retirement.
Plan a retirement that keeps up with you, so you can keep up with the grandkids!
Robert J. Beck, CPA
Retirement Planning
Rob transitioned from public accounting to wealth management in 2010, after observing that there is commonly a gap between people’s wealth advisor and their CPA. He is dedicated to bridging that gap.
Kelly G. Purser, CPA
Tax Planning
Kelly has spent decades working with complex federal & state tax laws. Kelly's approach to tax strategy is comprehensive, and always prioritizes client financial interest first.
