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Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

As an Insurance Professional and Registered Investment Advisor, we are not permitted to offer, and no statement contained herein shall constitute, tax, legal or Investment advice. You should consult a legal or tax professional on any such matters.


SimplePath Retirement, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your Insurance Professional and Registered Investment Adviser is not permitted to offer, and no statement contained herein shall constitute tax, legal or Investment advice. You should consult with a legal or tax professional on any such matters.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Simple Retirement, LLC and Global Financial Private Capital, LLC, are not affiliated.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits, guarantees or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

National Ethics Association (NEA) members pay for membership. The NEA does not provide any guaranteed assurance or warranty of the character or competence of its members. You should always do your own due diligence when making financial decisions.