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Retirement Tax Checkup

A quick self-audit of your retirement tax exposure.
Most people have no idea how much tax they will pay across retirement until it is too late to do much about it. This free checkup is a quick self-audit that surfaces where your biggest tax exposure is hiding. Enter your details to get your free copy.

What you will learn

  • How much of your savings sits in accounts the IRS has yet to tax.
  • Whether you are heading toward a required-distribution tax spike.
  • If your current income could trigger Medicare surcharges.
  • Whether you are missing low-tax years to act in.
  • The questions that tell you it is time for a deeper tax plan.

Why this matters now

Tax exposure in retirement builds quietly for years and then arrives all at once when required distributions and Social Security stack up. A quick checkup now tells you whether you have time and room to plan, which is exactly when planning is most valuable.

Who this is for

This guide is written for individuals and couples ages 55 to 70 who want to keep more of what they have built. It is produced by Kraus Capital, an independent, fee-based fiduciary firm led by Brian Kraus, a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience.

Related reading

Want to go deeper before you book? Start here:

Retirement Tax Planning

The Legacy Blueprint

Get Your Free Assessment

After you download

Once you have the guide, the natural next step is to see how it applies to your own situation. A free assessment takes about 15 minutes, costs nothing, and carries no obligation.
Get Your Free Assessment
Questions? Call us at 210.224.1600.

Disclosures

Investment advisory services are offered through Kraus Capital, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Kraus Capital and its representatives are properly licensed or exempt from licensure.

Brian Kraus is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks are owned by the Certified Financial Planner Board of Standards, Inc. and are used in accordance with CFP Board guidelines.

Charles Schwab serves as the independent custodian for client assets. Kraus Capital is not affiliated with, and does not receive compensation from, Charles Schwab for custodial services. No strategy assures success or protects against loss. Past performance is not a guarantee of future results. 

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