TAX-EFFICIENT INCOME AND LEGACY PLANNING FOR THOSE NEARING OR IN RETIREMENT
Aaron Brask, PhD
I am a former Wall Street “quant” with a PhD in applied mathematics, and I utilize my background to optimize financial planning strategies. At the same time, I am passionate about teaching and enjoy explaining concepts related to planning and investing. So, my website is filled with educational content that I hope you find helpful.
I help retirees construct low-cost, tax-efficient income strategies. I also help manage risks that could derail their financial security.
I develop innovative solutions to maximize financial planning opportunities available to business owners and entrepreneurs.
Analytical clients appreciate my applied math PhD and often enjoy discussing the mechanics behind investing and financial planning.
This video explains the importance of utilizing an optimized withdrawal strategy. Most financial planners and planning software default to the conventional withdrawal sequence: Spend taxable money first, then tax-deferred accounts...
This video highlights two pitfalls I regularly see people falling into during retirement. The first is the Social Security tax torpedo, and the second is the capital gains bump zone....
Note:
I am an independent investment advisor based in the Lake Worth Beach (FL) area. However, I work with clients in other locations using Zoom and other tools.
Address:
1005 Lake Avenue, Lake Worth Beach, FL 33460
Phone:
(561) 972-7165