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SBC Tax Planning

Could Taxes Be Costing You Right Now or in the Future?

Find out in 60 seconds. For retirement savers with $1M+.

Take the Quiz to See Your Tax Risk Score

Complimentary · No obligation · About 60 seconds

Watch Part 2

Ben Smith
Ben Smith, a financial advisor at a financial planning firm

Three places taxes add up

Roth conversions

When and how much to convert can shape taxes for decades.

Inherited IRAs

Explore withdrawal rules and planning questions for your heirs.

RMDs and Medicare

Required withdrawals can ripple into Social Security and IRMAA.

How it works

  1. Step 1: Take the quiz

    A few quick questions online.

  2. Step 2: See your results

    Topics that may be relevant to you.

  3. Step 3: Optional complimentary call

    15 minutes by phone, if you choose.
Take the Quiz to See Your Tax Risk Score

Complimentary · No obligation · About 60 seconds

SBC Tax Planning

Educational retirement tax planning information for households with $1m+ in investable assets or net worth.

sbgtaxplanning.com ("SBC Tax Planning") is operated by SBC Tax Planning, a marketing service of SBC Social Marketing LLC, a Michigan limited liability company based in Grand Rapids, MI. SBC Social Marketing LLC is a marketing company; it is not a registered investment adviser, tax preparer, or law firm and does not provide investment, tax, or legal advice. If you request a call, your information is shared with a financial advisor at an independent financial planning firm, who will contact you. Not affiliated with or endorsed by the IRS, SSA, Medicare, or any government agency. Educational information only. © SBC Social Marketing LLC.

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