Turning Point Retirement Associates
Financial Services - N/A, N/A, N/A
Turning Point Retirement Associates Employees
Tom Thalman
CERTIFIED FINANCIAL PLANNER for Doctors of Osteopathy (D.O.), Medical Doctors (M.D.), Physicians,
Turning Point Retirement Associates Details
TPRA offers the following planning techniques for our clients:- Reducing the consequences of overpaying in taxes to second generation beneficiaries of IRA accounts. IRA distribution planning is key to saving in taxes.- Ranking and prioritizing multiple accounts for the best outcome for receiving predictable income and reducing market risk.- Tax loss harvesting in non-qualified portfolios and proper withdrawal strategies during retirement that could reduce ordinary income taxes.All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are soley those of Lifestyle Freedom Advisory Group, LLC dba Turning Point Retirement Associates and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but it not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Lifestyle Freedom Advisory Group, LLC dba Turning Point Retirement Associates an Investment Advisor in the State of Florida. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Lifestyle Freedom Safe Harbor, LLC, an affiliated company.Lifestyle Freedom Advisory Group, LLC dba Turning Point Retirement Associates and Lifestyle Freedom Safe Harbor, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the
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