Tax Center
April 15 can be a dreaded day, or a celebrated one. Baacke Insurance & Financial Services understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you. We can assist with IRA or other retirement account roll-overs and transfers, helping to ensure you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized in addition to having a tax strategy that helps minimize taxes over your entire retirement.
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7261 Delainey Ct, Sarasota, FL 34240
Brian Baacke & Karin Botelho offer Securities and Advisory Services through CreativeOne Securities, LLC Member
FINRA/SIPC and an investment advisor. Baacke Insurance & Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.