Baacke Insurance Services - Brian Baacke - Sarasota, Florida

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  • Home
  • About
    • Our Team
  • Services
    • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Long-Term Care
    • Estate Preservation
  • Tax Center
    • Tax Tips
    • Tax Rates
    • Tax Calendar
  • Resources
  • Blog
  • Contact

​Tax-Efficient Solutions

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, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring 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.
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Home
About
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Resources
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Contact

Brian Baacke

7261 Delainey Court
Sarasota, FL 34240
P: 941.907.4300
​F: 941.907.4301
[email protected]

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.
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Brian Baacke & Karin Botelho offer Securities and Advisory Services through Client One Securities, LLC Member FINRA/SIPC and an investment advisor.  Baacke Insurance & Financial Services and Client One Securities, LLC are not affiliated.