Is a Tax-Free Retirement in Your Future?
Hanson Wealth Management works with you to avoid the impact of rising tax rates and other costly retirement risks.
Is your retirement safe from rising tax rates, volatile markets, and exorbitant healthcare costs?
There’s a storm brewing that can put your retirement security in jeopardy: taxes will be increasing. Now, more than ever, achieving a tax free or tax-efficient retirement plan is the only way to avoid outliving your retirement. It’s why we’re committed to helping our clients build retirement plans that take into account the impact of taxes on their retirement distributions, with a goal of getting to 0% tax liability.
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Who We Are
At Hanson Wealth Management, we believe in our clients’ potential to truly live the life they want in retirement. The lasting relationships that we’ve built with every individual and family we are fortunate to serve is the foundation on which we are able to help them achieve their goals. We strive to guide each client toward a tax-free or tax-efficient retirement. We work towards providing you your dream retirement by minimizing the impact of rising taxes on your income so you can keep more of what is yours.
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Brian Hanson, RICP®
Brian believes that life is about creating unique experiences — and that once we discover our purpose, we become capable of doing more than we could ever imagine. From our families to our careers to our retirement years, every moment offers the chance…
Myles is Brian’s second oldest son, and he joined the Hanson Wealth Management team as Operations Associate in August of 2022. He graduated from Stonehill College in Boston, where he studied Business Administration and…
“As a member of The Elite POZ Advisor Group, Brian is one of the top tax-free retirement experts in the nation. He has developed a mastery of all the tax-free planning strategies you’ll need to shield your hard-earned retirement savings from the impact of higher taxes.”
– David McKnight, Author, The Power of Zero
CATCH UP ON THE LATEST PODCASTS AND ARTICLES
David gives a 1-minute summary of all his books on retirement. The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement. The book outlines a step-by-step plan for getting to the 0% tax bracket in retirement, because if…
David reviews an anti-IUL book, LAPSED, written by financial advisor Elan Moas, who believes IULs are designed to fail rather than succeed. According to David, the book is written with dramatic and highly-charged rhetoric around what will befall you…
The following content related to achieving the 0% tax bracket and best uses of your taxable bucket is excerpted in part from The Power of Zero, by David McKnight. Achieving the 0% tax bracket is a dream scenario – and one that I help many of my clients accomplish – but it doesn’t happen by …
What is standing in your way?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.