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 Retire Early!
Retire Early!
A financial think tank of seasoned professionals working together to create 
The Ultimate Financial Plans!
John E. Oxendine
Chairman, Harvard MBA 

TESTIMONIALS

Great CPA'S, Business Owners, & Even Billionaires
Endorse Tax & Retirement Institute

Michael Loeb

Billionaire Investor

"The Institute has created many innovative strategies that has helped me keep more of my wealth." 

Abe Ovadia, Attorney

Founder of Ovadia Law Group 

"Paying taxes is painful and I look to lower my tax bill whenever possible.” 

Sandy Johns, 
Miami, FL

"My Uncle is a CPA and handles my taxes so I thought I was covered.  But, he never told me how large my future tax liability would grow too.  I was able to put the Tax & Retirement Team on the phone with my CPA Uncle and I became very satisfied to achieve a painless tax-free arbitrage on my accounts."

Eddie Chablis
Miami Beach, FL

"It's as if I had a team of corporate tax attorneys to help me shelter my assets without paying the exorbitant legal fees.

I have worked with my CPA for 20 years and happy he was able to learn a new strategy to incorporate into my financial plan."

Lisa Sorensen
West Palm Beach, FL

"Nearing my retirement caused me to research the best way to retire safely and I felt extremely confident after moving forward with Julie Pegg and the Tax & Retirement Institute's financial plan."

You may also be interested in these strategies:
Term Life 
Insurance
If you have loved ones having a low-cost term policy has much better odds than the lottery.
Income
Annuities
Guarantee your future income's growth and income payments like Social Security.
Long-Term Care Coverage
70% of seniors will require LTC services and new policies cover you and your family.
Alpha Roth
Tax-Free 
Getting or injured while you still have bills to pay requires a solid plan to avoid major losses.
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Alpha Roth Tax-Free Retirement Strategy© is Intellectual Property of Tax & Retirement Institute, LLC    Tax & Retirement Institute - Privacy Policy - ©2020

Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Book/Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Book/Web site may fall or rise against your interests and the interests of other investors and every financial scenario is different. This firm or one of its affiliates may from time to time perform or seek to perform investment services for any company mentioned in these pages, and this firm and others associated with it may at any time specialize in and effect transactions in the securities mentioned. Opinions, where and when expressed, are subject to change without notice. Information was obtained from sources considered reliable, but no representation is made as to its accuracy. The IRS requires us to inform you that any federal tax advice in this writing and any attached documents is not intended or written to be used, and cannot be used, (1) for the purpose of avoiding federal tax penalties or (2) promoting, marketing or recommending any transaction discussed in this communication to another person unless we expressly indicate otherwise. Certain tax advice contained in this article was written to support, within the meaning of Treasury Department Circular 230, the promotion or marketing of the transactions or matters addressed by such advice because the author has reason to believe that it may be used by another person in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to one or more taxpayers. Before using any tax, advice contained in this article, taxpayers should seek advice based on the taxpayer's circumstances from an independent tax advisor. Testimonials may not be representative of other clients and is no guarantee of future performance or success. Disclosure: Insurance and annuities offered through agency Tax & Retirement Institute, FL State Insurance License #L105751. Agency does not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your circumstance. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. 

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