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How can retirees reduce taxable income?  ARS is here to help!

AMERICAN
RETIREMENT SPECIALISTS

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Tax Savings in Retirement after your investments have grown

You have done well with investments, now let us help you with Tax Planning Programs.

COULD YOUR TAX BILL IN
RETIREMENT BE TOO BIG?

 

FIND OUT IN 30 SECONDS

Retirement Tax Bill Calculator
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WHY CHOOSE AMERICAN RETIREMENT SPECIALISTS?

- Over 50 years of combined in-office experience
 
- ARS can help you with a detailed retirement plan that encompasses the things that are important to you!
 
- Work with our team of CFFs (Certified Financial Fiduciaries) as well as Our Annuity Specialists and IRA/Legacy Planners
 
- Health Care and Extended Care Planning 

HOW CAN RETIREES REDUCE TAXABLE INCOME?

American Retirement Specialists provide Professional Tax; Insurance; and Retirement Planning solutions to those throughout the state of Florida. From strategic planning to innovative solutions, our focus has always been on building an efficient and results-driven retirement plan. We will work with you to create a customized plan of action for yourself, your family, or your organization. Get in touch to learn more about our vision and our results-oriented approach.

Are you ready to reduce your taxes in retirement?  Let's talk.
Book a meeting now.

Tax Planning With American retirement Specialists
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OUR TAX SAVING SERVICES

GUIDING WITH HONESTY - PLANNING WITH INNOVATION

Welcome to American Retirement Specialists, your trusted partner in securing a prosperous retirement future right here in Central Florida. As residents of this vibrant region, we understand the unique financial landscape that comes with retirement planning in Central Florida. Our team of seasoned experts specializes in retirement tax savings and comprehensive tax planning strategies tailored to your individual needs. With a deep-rooted commitment to helping you navigate the complex world of retirement finance, we're here to ensure that your golden years are as financially rewarding as they are enjoyable. Explore our wealth of knowledge and services to embark on a journey towards a worry-free retirement.

Finacial Tax Planning Meeting
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Proper income planning can help you feel confident your money will be there when you need it.

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MEDICARE &
LONG-TERM PLANNING

After retiring, most people rely solely on Medicare to cover their healthcare costs. But for those who need more help paying for medications and treatment, Medicare supplement plans can make up the difference. We can help you assess the costs of care and find ways to address those expenses for the long term.

RETIREMENT
PLANNING

Much has changed over the years. Today, retirees face headwinds requiring a customized approach.

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HOLISTIC
TAX PLANNING

 Longevity challenges, market risk, and inflation are not the only headwinds Americans face today.

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No two retirements are equal. So, no two retirement plans should be either. We’ll walk you through the critical steps to craft a customized, retirement plan tailored to your goals.

Emotion-Free Investing

A smart investment formula provides a discipline that helps reduce the probability of serious and irreparable damage to your hard-earned savings.

The ARS Advantage

Transparency

Your money is held by reputable custodians that you have access to.

Highest Standard

As a fiduciary, investment advice comes with a duty to operate in your best interests at all times. We wouldn’t have it any other way.

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