Achieve a near ≈0% income tax during retirement by optimally allocating your savings between various tax buckets. A result of this tax allocation strategy is also the generation of market risk-free income streams to meet basic living expenses during retirement. We discussed the income and expense profile of a high earner in “Life of an Engineer: Cash Flow Analysis.” A high earner has the potential to save $2M+ over his career if he maintains a
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Testimonials
Testimonials
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Chitra Purohit
Sr. Business / Systems Analyst, Franklin Templeton
“Karthik has always offered sound financial advice based on my investment objectives and personal needs. His ability to distill insights from complicated financial matters is commendable. He backs up his advice with extensive research. He picked the best performing IUL plan to improve my tax-free investments profile.”
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Veronica Colmenar
Supply Chain Professional, Gilead Sciences
“Karthik is my trusted financial advisor and planner. He is very knowledgeable and keeps up to date with the latest financial products and tax laws. He is committed to helping people realize their retirement goals. He gave me a financial check up and as a result created a comprehensive retirement plan to help me allocate and invest my funds in a tax efficient manner. After working with Karthik, I feel I’m better prepared for my retirement.”
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Madhu Gowda
Principal Agent, Ozone Insurance
“I have known Karthik for several years. As an agent myself, I often find myself discussing tax-optimized retirement strategies with him. I trust his research and analysis to sift out the best performing financial product in the market. I strongly recommend Karthik for planning your specific retirement scenario.”
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A Framework for a Tax-Free Retirement
Achieve a near ≈0% income tax during retirement by optimally allocating your savings between various tax buckets. A result of this tax allocation strategy is also the generation of market risk-free income streams to meet basic living expenses during retirement. We discussed the income and expense profile of a high earner in “Life of an Engineer: Cash Flow Analysis.” A high earner has the potential to save $2M+ over his career if he maintains a
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