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The Perfect RIA

What is Retirement Tax Services (RTS)?


RTS works with all types of advisors, from independent RIAs to wirehouse advisors and broker dealers. If you want to help clients stop overpaying the IRS, we need to talk


There is endless theory and content libraries around taxes and tax strategies, RTS partners with advisors to ensure you are getting the best content AND real life examples from actively practicing advisors on how to implement our strategies


RTS works closely with financial advisors to deliver massive value to their clients


We work closely with compliance departments around the country to help financial advisors deliver tax strategies without crossing the line into licensed tax advice

Recent Articles

Midyear Tax Planning for Financial Advisors

There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.

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Clients Don’t Care About Roth vs. Traditional IRAs. So What?

Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.

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Advisor Tax Mistake #1-Getting Bad Tax Advice

When I last Googled “IRS RMD Table,” the first result that popped up was a link to an active IRS web page with the outdated RMD information. Millions of people who clicked on the first link provided by Google were given, by the IRS, incorrect information. Countless other examples of incorrect tax information, ranging from capital gains rates to Medicare premiums to gifting limits and especially the math on Roth conversions can be found prominently displayed across the internet, including on some of the most reputable websites.

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Who Are We?

Are you looking for a Tax TEAM that delivers massive value to you, your firm and your clients?


The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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