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Brian Hanson

Learn how a Roth conversion strategy can calp with reducing future tax burdens in retirement while optimizing your retirement income.

The Roth Conversion Roadmap: Reducing Future Tax Burdens in Retirement

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Planning for retirement involves not only saving but also strategically managing your tax burden. One approach to consider is the Roth conversion strategy, which allows you to convert tax-deferred retirement accounts, like traditional IRAs or 401(k)s, into tax-free Roth IRAs. At Hanson Wealth Management, we assist clients in understanding the potential benefits of Roth conversions […]

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Learn about tax-efficient retirement planning and how it can align your financial goals with proactive strategies for managing taxes in retirement.

Understanding the Power of Zero Concept for Wealth Management in 2025

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As tax laws evolve and retirement planning becomes more complex, adopting tax-efficient strategies can help preserve more of your wealth for the future. One approach that I share with clients frequently is the “Power of Zero” concept. This strategy focuses on reducing taxable income during retirement by utilizing tax-advantaged accounts and strategic income planning. At […]

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Discover strategies to protect retirement savings from market volatility, including tax-free income streams, diversification, and long-term care planning.

Surviving Financial Storms: The Volatility Shield for Your Retirement

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Retirement planning is a key part of building a secure future, but it isn’t without its challenges. One of the most pressing concerns for retirees is managing the impact of market volatility. The ups and downs of the stock market can significantly affect retirement savings and income, creating uncertainty for those who are unprepared. David […]

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If you have ever wondered what Life Insurance Retirement Plans can do for your retirement future, learn your options in this guide.

LIRP: The Retirement Planning Tool You Haven’t Heard Of

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Life Insurance Retirement Plans (LIRPs) are emerging as a valuable yet lesser-known tool in the retirement planning landscape. LIRPs, which combine life insurance coverage with the potential for tax-advantaged growth, can be a consideration for addressing income needs in retirement and legacy planning goals. Unlike traditional retirement accounts, which can come with contribution limits and […]

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Discover strategies for crafting a tax-free retirement, addressing tax rate risk and Social Security taxation to gain confidence in your financial future.

Crafting a Tax-Free Retirement: More Than Just a Dream

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The following content is partially adapted from the book Tax-Free Income for Life by David McKnight. Crafting a tax-free retirement can be more than just a dream; it can be a strategic approach to safeguarding your financial future. By utilizing specific investment vehicles and planning techniques, you can help combat the uncertainties of future tax […]

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Explore strategies to achieve tax-free income in retirement, focusing on diversified income sources and strategic tax adjustments.

Lifetime Income Strategies: Achieving Tax-Free Income Post-Retirement

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As retirement approaches, creating financial stability becomes a top priority for many. Among various strategies, achieving tax-free income in retirement stands out, notably championed by David McKnight through his “Power of Zero” philosophy. This approach may not only safeguard your savings from potential tax hikes, but it may also enhance your retirement readiness. I this […]

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Hanson Wealth Management
  • 6600 City West Parkway
    Eden Prairie, MN 55344
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Copyright © 2021 Hanson Wealth Management

Advisory Services offered through TLG Advisors, Inc, a Registered Investment Advisor, 26 west Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Hanson Wealth Management is not affiliated with TLG Advisors, Inc

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