I’ve been involved in discussions recently around retirement structuring strategies designed to create significantly more tax-efficient income in later years.
What I’ve found is that certain approaches are typically only practical for individuals with substantial net worth (generally $5M+), due to how they’re designed and funded.
They aren’t widely discussed in traditional retirement planning conversations, yet they can materially change how income is treated over time when structured properly.
I’m interested in connecting with financially established individuals who are open to exploring advanced approaches to retirement positioning and long-term tax efficiency.
If that’s you, feel free to reach out and introduce yourself.