The less tax you pay each year in retirement the longer your money will last. Or, even more importantly, the greater the income you can take for yourself!

In 2023, we all face 87,000 new IRS agents! How can you stay off the radar? While we are not CPA’s at Kristopher Curtis Financial, we work alongside your tax advisors suggesting little know strategies that many tax preparers are unaware of.

We had a couple come in having to claim 85% of their Social Security income and pay tax on it. We made one phone call and the tax of $7,000 just on their Social Security vanished.