Retirement Plan Taxation

Do you want to adequately fund your retirement while minimizing your taxes?  Are you concerned how your retirement accounts will be taxed? Are you concerned if you have saved enough or managed your money to last as long as you do? If so, you have come to the right place.  ITS Financial Group, Inc understands estate and tax planning with retirement perspectives.

We can help you implement a plan to structure your various income sources to last through retirement. Be the CFO of your own life.

New Changes in Procedure Helps People Making IRA and Retirement Plan Rollovers

On August 24, 2016 the Internal Revenue Service provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these distributions into another retirement plan or individual retirement account (IRA).  Before this ruling, you may have been penalized and taxed on your accidental mistake.  Read more.