Case Study #5
A retiring client with pension benefits of $1.8 million was unaware that her family was only going to receive approximately $846,000 after all taxes were paid upon her death. Working closely with the client and her advisors, Brighton Advisory Group developed a strategy to help her reduce and replace all of the tax dollars lost.
In addition, the advisor was concerned about the loss of retirement income due to the income taxes. Brighton was able to formulate a strategy to discount her taxes by 60% thus increasing the amount of retirement income by almost $400,000.
(Savings between $400,000 and $954,000)
5704 Lindley Ave, Encino CA, 91316
/ Tel. 818.342.9950