April 15 can be a dreaded day, or a celebrated one. Mills Financial understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.
Financial and Health Insurance Strategies.
Contact Mills Financial
Phone
989.285.1020
Fax
989.285.9292
Address
308 GRATIOT AVE.
ALMA, MI 48801
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Licensed Insurance Professional. Finra Broker Check http://brokercheck.finra.org/ Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Securities Offered Through Packerland Brokerage Services, Inc., an Unaffiliated Entity- Member FINRA & SIPC. 16034 - 2016/8/19. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.