ARE YOU EFFECTED? - Retirement Plan Changes due to COVID-19
You DO have a choice about how much Income Tax you pay
With the Advanced Financial Freedom Plan™ you can:
  • Pay less income taxes, or even enjoy a tax-free retirement!
  • ​​Maximize your wealth through strategic tax planning.
  • Money back guarantee. If we can't create a tax plan that shows a benefit of at least equal to 10X the plan cost, we'll refund the planning fee in full.
The world's first 'Advanced Financial Freedom Plan™' (a Tax Reduction & Income plan) that is guaranteed to create a financial benefit of at least 10X the fees... or it's FREE!
The Advanced Financial Freedom Plan™
For those that want to minimize their Taxes & maximize their Wealth...
We're helping people save 
millions in lost wealth
If you've worked all your life to accumulate wealth, then you know it’s not what you make but what you keep that matters most! 

We offer tax efficiency planning with specialized strategies that allow you to truly discount your taxes! It is primarily a combination of strategies, not a product that requires specialized training.

 We obtain massive long term tax reductions for our clients which, in turn, enhances long-term wealth!
IRS Clarifies COVID-19 Relief Measures for Retirees
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders cope with financial fallout from the virus.
Retirement Savings in a Volatile Market - is now the time for a Roth IRA Conversion?
Since the coronavirus has begun, the markets and millions of retirement account balances have suffered significant losses and some of them...
How The Secure Act Has Modified Legacy Planning
Anyone with any significant IRA or qualified account assets should be considering amendments to their Trusts, or creating one if one does not exist. But why?
What's Best For Your Family? Discover The Enhanced Roth Conversion
Which liability is better for your family?  A home mortgage, or an IRS lien (debt) on your IRAs? A simple comparison is outlined in this client study. Our clients had only $80,000 of “preferenced” assets with which to pay  taxes on a Roth conversion strategy. Even when using a 22% tax rate, these preferenced assets only allow for an approximate conversion of $350,000 of the IRA. 

But $202,000 of additional liquidity can be harvested with creative planning! Take a closer look.
Specialist Service
The Advanced Financial Freedom Plan™ offers a wealth maximization service achievable by only 1% of advisors! 
Tax Saving Solutions
By combining data, timing and technology, with the trust & integrity that comes from dealing with experienced tax consultants we solve the hard problems when it comes to optimal financial planning that no one else can.
Pay-Check For Life
We use a comprehensive data gathering process to provide you with a personalized TAX SENSITIVE income distribution plan for your retirement that provides a predictable paycheck for the rest of your life!
You're In Safe Hands
No lock-in, 100% fee transparency. Our multi-discipline advisors (financial planning, investment management & taxation qualified) work with zero bias to fiduciary standards.
Measured Performance
We’ll demonstrate the best way to maximize your SSI, balance your Required Minimum Distributions (RMD’s) and extract income in the most efficient way possible, all while avoiding the taxation nightmare.
Wealth Maximization
We start by extensively analyzing every unique tax structure based on your personal goals and the results you are looking to achieve. We factor in your capital & income requirements when striving to increase Net Wealth™.
"Financial Freedom is what we aim to achieve for all our clients using our tax efficient income methods. We have already helped clients save millions of dollars in lost wealth."
Questions & Concerns
What if you already have a financial advisor? 
Most advisors are not trained & credentialed in taxation as we are. Even those that might suggest a Roth conversion cannot state with specificity when is the ideal time, what are the ideal amounts each year, and how such conversions will impact your wealth with an audit trail to substantiate it. Furthermore, advisors have an inherent conflict of interest in making such recommendations that can be difficult to overcome.
What if you earn a good salary - Do you need this plan?
Some folks are okay paying more in income taxes than required, but most are not. Wealth creation is not always about what you earn, it is more importantly about what you keep. The quote we like to use: “Some mistakes you only get to do once”. After that, it is too late to repair. We want to prevent you over-paying your taxes and permanently impacting your wealth.
When do you need to take action?
With the current tax bill currently in effect only going through 2025, taxes are currently “on sale”. To further complicate that, a political party that gained control of one branch of government has vowed to undo the tax sale.These plans will often require multiple years for a best case scenario, so the time to plan is NOW. 
FREE! Tax Saving & Wealth Discovery Call
Worried you'll lose a bulk of your retirement savings to taxes? Want to see if there is a possibility of a tax free retirement? Book a call and we'll talk to you about the right way to protect your money, lower your taxes and maximize your wealth!
We've cut our clients, Eric & Jane, Income Taxes by over $1,000,000 and increased their Net Wealth™ by $3,000,000 - what can we do for you?
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Tax Advisory Services offered through The Tax Plan for Wealth, Inc. Tax Plan For Wealth, Inc does not provide investment advice. Should you request information about services including financial planning or investment advisory, those services may be referred to as an affiliated business. Please refer to for more information. We always suggest you seek professional advice. Past performance is not a guarantee of future results. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither National Securities nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind. Every family's set of details bring a unique outcome, therefore these opinions should not be relied on for your unique circumstances.
 Securities and Variable Insurance Products are not offered by Tax Plan for Wealth, Inc. but may be made available via our affiliate, Assured Concepts Group, Ltd. Such offerings are made through National Securities Corporation Member FINRA/SIPC. / Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s website: National Asset Management. National Securities Corporation (NSC) is a full-service brokerage firm, operated primarily through independent registered representatives. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.
Check the background of the financial professionals at Assured Concepts Group, Ltd. on FINRA's website: BrokerCheck
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