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When Common Sense Fails

I made an amazing discovery while in the process of calculating the amount of a distribution a client required to cover the cost of his property taxes. The IRA distributions taken by retirees just to pay property taxes will have to be "grossed up" to account for state and federal income taxes resuling in 100% of the distribution paid in tax. See if this could happen to you then let FFP Wealth Management look for a solution based on your unique circumstances.

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Personal financial consulting and continuous investment management are offered by FFP Wealth Management (FFP) a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC). FFP offers financial advisory services to clients only after our SEC required Disclosure Statement (ADV Part II) is provided to prospective clients and upon completion and signing of our Advisory Agreement(s). This web page is neither an offer of service nor a recommendation of specific financial advice to any particular individual. Our SEC ADV Part II Disclosure Statement contains essential information about our qualifications, methods, fees and business practices. An investor should always obtain and read the ADV Part II when considering employing an investment advisor. You may request a copy of the FFP ADV Part II by e-mail.