Let This SCAM Benefit You - Palma Financial

When It Comes To Taxes

SCAM is an acronym that means:


Here’s why I think it’s important:

I met recently with a client who needed $72,000 in annual retirement income. In order to net this amount, he has to withdraw more than $107,000 from his IRA every year! If tax rates go up, he’ll have to withdraw even more to net this same amount. Even with a steady tax rate and no market losses, all of his money (over $615,000) will be gone in 8 years! Over a half million dollars in retirement savings depleted in only eight years!

Gone in Just 8 Years Is Someone Else’s Story

Benefit from SCAM

This client was amazed when he learned how sound, calculated accounting methods (SCAM) can insulate retirement income from taxes and market-losses. This strategy prevents him from running out of money before he runs out of life. His only regret was that he didn’t learn about our safe-savings solution sooner.

I can teach how you can use SCAM to your advantage in a tax savings analysis – getting the IRS out of your IRA, removing the government from your retirement and stopping Uncle Sam from becoming your biggest beneficiary. This is vital because both major presidential candidates are calling for higher tax rates.

Learn how our clients morally and ethically remove their retirement savings from the tax system and how they avoid the pain of market losses.

At Palma Financial Services, Inc., we are committed to helping you avoid making a Gone in 8 Years story, your story.

As a Dublin CPA, we are serving the needs of the greater East Bay and more – doing so for two decades. Our clients rely on our expertise to preserve their wealth in all aspects of financial planning while we both educate and guide in a friendly comfortable environment.

Contact us today to learn how SCAM can be used to your own tax-savings advantage. Get the IRS out of your IRA!

Contact Palma Financial Services, Inc.