Services

Tahoe Financial Planning performs comprehensive financial planning, with the following specialities:

Retirement planning and solutions:

• Contractually guaranteed returns for retirement savings (income account)
• Guaranteed income for life*
• Addressing health and long term care issues
• Recognizing and planning for retirement tax traps
• Savings recovery with bonus solutions
• 401(k), 403(b), 457 rollovers, Roth IRA’s

College Planning and Funding:

Paying for college:

• Academic preparation and college selection for possible higher merit awards (free money) and greater graduation success
• Financial structuring for possible higher financial aid
• Financial planning to pay for remaining college costs
• Tax savings, debt control, cash flow, aid appeals, loan counseling
• Why private colleges can be cheaper, faster and better than publics
• Free tuition discount scholarships

Saving for College:

• Understanding the shortcomings of 529 savings and prepaid tuition plans (market loss, potential tax traps, penalties, lack of flexibility)
• Other ways to save for college which include additional financial benefits
• How to avoid penalties when college savings are used elsewhere
• How to save for college, retirement and health needs, tax free in one solution
• Free tuition discount scholarships

School District Employees:

• How to create another ‘pension’, with guaranteed income for life*
• 401(k), 403(b), and IRA rollovers
• Tax free savings with additional options in case of medical or long term care needs