How Locking In Your IRA At Today's Historically Low Tax Rates Can Potentially Reduce Your Total Taxes Paid In Retirement By 6 to 7-Figures
PLUS: Why IRA tax rates are likely to increase in the future and what you can do to help protect your nest egg.
Step 1: Watch until the end for a special offer.
Step 2: Book your FREE First Financial Planners Session
*$250,000 Investable Assets To Qualify
Brought To You By:
David Gagnon - Founder & CEO
David J. Gagnon is a skilled Financial and Tax Advisor with 43 years of experience. He has a deep understanding and expertise in the areas of Income & Estate Tax Planning, Asset Protection, Wealth Management, Retirement & Income Distribution Planning, Multi-Generational Planning, Succession & Exit Planning for Business Owners, and College Planning.
Tax-Efficient Retirement Strategy Session
01
Avoid The IRA Tax Trap
One of the biggest misconceptions about IRAs is that they save you tax. The truth is they don't save taxes, they only defer them.
This bill comes due eventually, and the longer you wait to pay, the more you could end up paying.
02
Take Advantage of The Lowest Tax Rates In Decades
There's never been a better time to settle the tax owed on your retirement accounts.
Doing so strategically now on your own terms could save you BIG over the course of retirement.
03
Create a Tax-Efficient Retirement Nest Egg & Legacy
Having a bucket of tax-free resources to draw from in retirement is an important component of a strategic tax efficient plan.
We'll show you ways to create one that can be eventually passed down to your heirs 100% tax free as well
Start Your Journey Today
Congrats! You've done the hard work and accumulated wealth for your retirement. Now it's time to transition from "accumulation mode" into "preservation mode".
Take the first step today towards:
Minimizing taxes in retirement takes strategic planning.
The sooner you start, the more you could potentially save!
Don't procrastinate on this, click here to book your Tax-Efficient Retirement Strategy Session now!
300
Happy Clients
$100M
Assets Under Management
The Story
David graduated with honors from Bentley University. He holds a BS degree in Business Management, with a Major in Accounting. He received practical experience as a licensed CPA from two large regional firms in the Connecticut area, and the international CPA firm of Deloitte & Touche. In 1988 David founded a successful CPA firm which he sold in 1993 so that he could focus on developing a quality full service Financial Planning firm.
Today, David is the founder and owner of First Financial Planners. It is an independent, full service Tax and Financial Planning firm, dedicated to providing personal, comprehensive financial planning and tax strategies, tailored to each client’s "Financial Vision, Goals, and Objectives".
David holds the designations of CPA (Certified Public Accountant), RFC (Registered Financial Consultant), CFS (Certified Fund Specialist) and, CCA (Certified College Advisor). These certifications are earned by competency in education, licensing and tenure in the Accounting and Financial planning fields.
First Financial Planners retirement planning seminars have been widely attended by retirees of IBM, Bristol-Meyers, Pfizer, Unilever, New Haven Regional Water Authority, SBC, Sikorsky, United Technologies, and the Federal Government. David has chosen to specialize in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their sometimes-complex financial picture.
David has written articles for the American Chiropractor and Men’s Fitness publications. He has been featured on TV channel 8 WTNH, and a guest speaker for radio programs in Lafayette, Indiana and Naples, Florida. Former host of “Your Undiscovered Wealth” radio program on WICC 600 AM. Current host of “Mastering Your Wealth” radio program on WICC 600 AM airing Saturday mornings at 8AM.
David is an active member of the following organizations:
• (AICPA) American Institute of Certified Public Accountants
• (AICPA) Personal Financial Planning Division
• (CSCPA) Connecticut Society of Certified Public Accountants
• (IBF) Institute of Business and Finance
• ( IARFC) International Association of Registered Financial Consultants, Inc.
• (NAFEP) National Association of Financial & Estate Planning
• (NATP) National Association of Tax Professionals
• (SOFA ) Society For Financial Awareness
• Master Elite IRA Advisor Group – Ed Slott, CPA
David has lived in Madison Connecticut with his wife and three children for 32 years and is a lifelong resident of Connecticut.
