WHAT CAN PARTNERING WITH US DO FOR YOU?
We balance tax and
retirement wants and needs.
Office Address:
890 W Elliot Rd, Suite 101
Gilbert, AZ 85233
480-270-2802
RETIREMENT INCOME PLANNING
If you are like most people who’ve saved up for retirement in a 401(k) or similar retirement plan, you may not understand how much money you need in order to retire. As a fiduciary financial advisor with your best interests always at the forefront, we will create a comprehensive plan that identifies monthly expenses, maximizes Social Security benefits, and tax-efficiently converts your assets into income.
RETIREMENT INCOME PLANNING
If you are like most people who’ve saved up for retirement in a 401(k) or similar retirement plan, you may not understand how much money you need in order to retire. As a fiduciary financial advisor with your best interests always at the forefront, we will create a comprehensive plan that identifies monthly expenses, maximizes Social Security benefits, and tax-efficiently converts your assets into income.
TAX PLANNING
We will analyze your financial situation from a tax perspective so we can help to ensure tax efficiency, reduce tax liability and maximize your ability to contribute to retirement plans. Our team includes EAs (Enrolled Agents). Enrolled agents are tax practitioners licensed at the federal level by the Internal Revenue Service, the highest credential awarded by the IRS.
TAX PLANNING
We will analyze your financial situation from a tax perspective so we can help to ensure tax efficiency, reduce tax liability and maximize your ability to contribute to retirement plans. Our team includes EAs (Enrolled Agents). Enrolled agents are tax practitioners licensed at the federal level by the Internal Revenue Service, the highest credential awarded by the IRS.
ROTH CONVERSIONS
We will develop a plan before you retire to convert your assets into tax-free Roth account/s, reducing the tax you pay on Social Security, keeping your Medicare premiums low and possibly eliminating Required Minimum Distributions (RMDs) which start at age 72 on taxable retirement accounts like 401(k)s. Roth accounts can provide your heirs with tax advantages, too.
ROTH CONVERSIONS
We will develop a plan before you retire to convert your assets into tax-free Roth account/s, reducing the tax you pay on Social Security, keeping your Medicare premiums low and possibly eliminating Required Minimum Distributions (RMDs) which start at age 72 on taxable retirement accounts like 401(k)s. Roth accounts can provide your heirs with tax advantages, too.
Roberts Tax and Retirement Planning
is a fiduciary, veteran-owned and operated financial and tax advisory firm.
Roberts Tax and Retirement Planning
is a fiduciary, veteran-owned and operated financial and tax advisory firm.
Learn More About Roberts Tax and Retirement Planning
We provide highly-detailed retirement, financial, tax and retirement income planning techniques. Our analysis can help you leverage your financial resources and maximize the money you have accumulated to help you live the retirement lifestyle you desire.
MEET THE TEAM
DAVID ROBERTS, ChFC, MBA, PMP, EA
Managing Partner, Tax and
Retirement Planner
AMANDA ROBERTS
Director of Operations
MELISSA RUBIO
Marketing and Business Development Director
