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Since the book was originally written, Bruce has been contacted both by people getting ready for retirement as well as the financial professionals who work with them to provide a method to incorporate the strategies outlined in the book. Tax Acuity is tax planning software, available only to advisors who Bruce has trained, that allows advisors to model various retirement income strategies, and the taxes associated with these strategies, for their clients.
Bruce Larsen is the author of A Concise Guide to Taxes in Retirement. His book outlines most of the tax considerations an advisor and their clients need to be aware of as the transition is made from work to retirement. The book is well reviewed on Amazon.
Bruce is also a practicing financial planner and licensed tax preparer. Bruce has been in accounting for over 30 years, working a a corporate controller, a financial advisor, and developer of tax planning software.
Tax Acuity Approved Advisor™
TAAAs are trained in tax return analysis. They are also are trained to use the Tax Acuity software to present retirement cash flow options, and the taxes associated with those options. Some TAAAs are also licensed tax preparers. All are investment advisors who can offer a wide range of investment options to fill needs in a retirement cash flow plan.
TAAAs have a strong team behind them, including Bruce Larsen's tax practice. Bruce's staff review all plans developed by TAAAs as a double check to make sure no tax savings options are overlooked.
You can request a meeting with one of our TAAAs on our contact page.
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