Centerpoint Financial Management LLC
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Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning.
As both a CFP® and CPA, we have the credentials to back it up.
Retiring Soon? Which Accounts Should You Take Money From First? 🤔
Over age 60 with $2M? Is it Enough to Retire? 🤔
Are you over 60 with a large pre-tax IRA or 401(k) ⁉ Required minimum distributions could push you into a higher tax bracket sooner than you expect. Here's what you need to know before they start.🎯😳
Over age 60, with a large pre-tax IRA or 401K balance ⁉ You need to understand how required minimum distributions will impact your taxes in the future 🎯😳
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Are at an age where you are considering retirement ✅ What is your process⁉
Facing large taxable distributions from IRA? Consider this strategy! 🎯
Retirement Planning: Avoid The Inherited IRA Tax Trap! 🚫
Retirement Tax Strategy ⁉ Minimize Taxes ACROSS Generations🎯
Why is the first year of retirement so important⁉
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Website
Address
7700 Irvine Center Drive, Suite 800
Irvine, CA
92618
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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