Tax-Preferred Retirement

The Cambridge Tax-Preferred Retirement page provides the most innovative and educational process available in the marketplace to mitigate tax liabilities in retirement.

Our Customized Tax-Preferred Retirement Blueprint Package provides the following:

  • A weekly "How to Reduce the Impact of Taxes in Retirement" webinar for personal view and participation
  • A "Personalized Retirement Blueprint" for individuals and families
  • A "Personalized Tax-Forwarding Report" which assists in reducing future tax liabilities throughout retirement
  • A "Customized Social Security Report" depicting the best time to file for benefits from an income and taxation perspective
  • A "Private Consultation" with a retirement specialist regarding retirement issues (longevity planning, tax planning, survival benefits planning, and long term care planning)
  • A "Customized Tax-Planning Consultation" with a retirement specialist to assess and address future tax liabilities
  • A "Personalized Social Security/Medicare Consultation" with a retirement specialist 
  • A "Personalized Private Product Consultation" with a retirement specialist in order to identify specific tax-preferred product requirements in retirement
  • Access to our monthly "Members Only Coaching Webinar Series" addressing all contemporary and challenging retirement issues of the day 

This "Tax-Preferred Retirement Blueprint Package" is only offered to our weekly "How to Reduce the Impact of Taxes in Retirement" webinar participants