TAX-EFFICIENT DISTRIBUTION

You worked hard for you money, it only makes sense that you want to keep as much as you can right? At Cullen Investment Group, we utilize state-of-the-art software to make sure you can minimize your tax burden to "Uncle Sam" and can keep your hard earned money. Whether it is timing a Roth conversion, calculating when to take social security, or determining when the best time to take a distribution and from which account, we always have your tax-status in mind so that you never pay more than you have to.

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