Our Services
Income Planning for Retirement
You have worked hard and saved money throughout your career with the purpose of funding retirement in a tax-conscious manner. Now you need a retirement plan that emphasizes protection. Let us provide you with retirement consulting and personalized strategy that features added safety, income, and control of your savings, FIAs, pension, Social Security, and more. Find out more here.
Required Minimum Distribution Planning
What are RMDs, and when are they required? How is the amount of an RMD calculated? How will RMDs affect your overall income plan in retirement, and how can you plan for retirement withdrawals from your nest egg? We can help you with an RMD strategy so that you can safely withdraw them and use the funds however you wish.
Tax Planning
What if we could find extra monthly income, just by setting your taxes straight? Tax minimization is complex and unique for each individual. We can help you understand the choices and options available to you in the wake of Trumps’ new tax plan.
Long-Term Healthcare
At age 70 ½, the federal government requires minimum distributions to begin on most accounts. However, with the right strategy, your taxable income could be lowered tremendously. Let’s talk. We can help!
Estate & Legacy Planning
We believe planning your estate and legacy is one of the most important things you can do. Together with outside estate planning attorneys, we can help manage your inheritance, will, and trust so your wealth gets passed on exactly how you want it to.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Bowen Wealth and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
