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The Tax Exposure Analysis

Most Affluent Retirees We Meet Are Surprised By Three Things

1. Required Minimum Distributions (RMDs) Can Create Unwanted Tax Consequences
Many retirees don't realize how much forced distributions can increase taxable income
later in retirement.
2. Tax Rates May Not Stay Where They Are Today
If tax rates increase in the future, the amount you ultimately keep could be significantly
different than you expect.
3. Small Planning Decisions Can Have Large Long-Term Consequences
The account you withdraw from first, when you claim Social Security, and whether you
consider Roth conversion strategies may impact your after-tax retirement income.

The Tax Exposure Analysis


This analysis is designed specifically to help uncover:

  • Potential future tax exposure
  • Projected Required Minimum Distribution impacts
  • Tax-efficient withdrawal opportunities
  • Roth conversion considerations
  • Potential risks to your legacy plan
  • Opportunities to improve after-tax retirement income

A Quick Question...

If there were a way to potentially minimize the amount of money ultimately paid to taxes
during retirement...
Wouldn't it make sense to know what those opportunities look like before RMDs begin
forcing your hand?
Most people spend years focused on growing their assets.
Very few spend the same amount of time planning how to keep more of what they've built.

What You'll Receive

• Estimated future RMD projections
• Potential tax brackets throughout retirement
• Withdrawal sequencing observations
• Roth conversion opportunity review
• Legacy transfer considerations
• Follow-up consultation to discuss findings

Request Your Complimentary Tax Exposure Analysis Below

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This information is made available with the understanding that Wells Fargo Advisors
and its affiliates are not engaged in rendering legal, accounting or tax advice. Any
discussion of taxes represents general information and is not intended to be, nor
should it be construed to be, legal or tax advice. Tax laws or regulations are subject to
change at any time and can have a substantial impact on an actual client situation.
Any questions regarding the content on these pages should be consulted with a tax
professional.