Many Americans don’t realize how big a piece of their retirement cake Uncle Sam wants. Your required minimum distributions can be taxed by the government up to 50%*! The good news is Adam Wolf can help you protect your retirement savings from unnecessary taxes.
You can schedule a complimentary appointment with founder Adam Wolf and his team by filling out the form. We look forward to serving you!
Adam Wolf is the president of Wolf Retirement Navigation, LLC and has more than 20 years of experience in the personal financial services industry. He holds a bachelor’s degree in finance and accounting from Virginia Tech and is a licensed insurance agent in Florida and many other states.
Adam has been a certified public accountant since 2002, and he earned his certified financial planning™ certification in 2005, a designation held by a select number of advisors in the financial industry who uphold the board’s uncompromising set of standards. He is knowledgeable and current in the areas of financial planning, taxes, annuities, life insurance, and investments and genuinely understands how these products deliver solutions for clients to reach their financial goals, especially in the years leading up to and through retirement. Adam also works closely with other professionals, including CPAs and estate attorneys, to give his clients every possible chance to succeed when building individualized and comprehensive written retirement plans.
Adam routinely appears on television as “Jacksonville’s Retirement Coach” on River City Live and First Coast Living. He has written several articles, has been published in numerous newspapers, is a RetireMentor for the Wall Street Journal’s MarketWatch.com, and has been quoted elsewhere in the Wall Street Journal. Through several local radio shows, Adam shares his breadth of knowledge and helps viewers gain valuable insight into their retirement years.
Call us today at (904) 232-8760!
*Source: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds
Wolf Retirement Navigation does not provide legal or tax advice. Please see guidance from your legal or tax professional. This information is designed to provide general information on the subjects covered, 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 Wolf Retirement Navigation and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a Registered Investment Advisor. Insurance and annuities offered through Wolf Retirement Navigation, FL Insurance License #L085566.
1566279-0322
