Andy Ellis, CPA/PFS®, CFP®, CFA® is Your Retirement Tax Specialist. Andy works to effectively lower the tax burden of Social Security, Pensions, IRAs, 401Ks and other Qualified Retirement accounts.
Our typical clients are retirees who are concerned about taxes from large qualified plan balances and pre-retirees who are interested in avoiding capital gains tax on their appreciated assets.
Our typical planning process often includes Roth IRA Conversion Strategies, Estate and Gift Planning and Charitable Giving.
