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What is Retirement Tax Services (RTS)?

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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

ACTION IS OUR PRIORITY

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

SAME TEAM

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

COMPLIANCE FRIENDLY

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

Tax-Advantaged Accounts That Aren’t IRAs

“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]

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Are You Planning for Your IRS “Mortgage”?

When is $500,000 not $500,000?   Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]

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5 Myths That Your Clients Believe About Taxes

“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!”   Of course, we are very proud of how well those lyrics fit the […]

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

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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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