Taxes in Retirement – Part 2

“There are two systems of taxation in our country: one for the informed, one for the uninformed.” – Judge Learned Hand

The problem is, most people are in the uninformed system!

It’s time to join the informed system!

Did you know???

You can Sell Your Appreciated Assets And Not Pay A Dime In Capital Gains Taxes!!!

You can Avoid The Estate (Hidden Estate) And Capital Gains Taxes


The IRS Will Give You An Additional Current Income Tax Deduction!

You can Be A Multimillion Dollar Philanthropist

You can Support the Causes That You Really Care About

ALL Without Reducing Your Lifestyle

OR Your Children’s Inheritance!

You can structure your business in such a way that you reduce your effective tax rate to 10-20%


save $40-60,000 per year in taxes!

You can receive on average $200,000 in tax incentives just for having a business!

You can save for retirement with pre-tax dollars and create tax-free income in retirement.

You can, You can, You can!!

The key, you need a team of specialist to work for you.

The fact is the tax code is too complex for anyone to understand completely.

Currently, the tax code is over 72,000 pages!

To put that into perspective, if the average book is 200 pages, the tax code is equal 360 books!

We have put together a team to work for you!

Give us a call today (608)987.1511 to join the informed system!

Don’t just take our word for it!!!

Go to our blog and read about it!!!

Read about how the Saxtons reduced taxes in retirement HERE!!!


How the Landers reduced taxes with a business tax plan HERE!!!


Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her clients. Michelle Bertram and Beverly Bertram are authors of the book, Creating You DREAM Retirement and creators of the DREAM Retirement Process.
Serving Madison WI, Verona WI, Mount Horeb WI, Barneveld WI, Dodgeville WI, Dubuque IA, Platteville WI, Lancaster WI, Cuba City WI, Fennimore WI, Darlington WI, Monroe WI, Spring Green WI, Black Earth WI and beyond.

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