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Our wealth of tax and retirement solutions can help you create a comprehensive strategy that meets your needs and exceeds your expectations.

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Tax and Retirement Solutions

We are a comprehensive and independent tax planning firm that offers unique tax planning solutions for individuals with incomes of over $800k and retirees with assets of over $1 million in IRA/401(k) accounts. Our specialty is designing personalized multi million dollar Roth IRA conversion plans.

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Services

We're committed to acting in your best interest—period. We adhere to the strict standard to provide personal, targeted, and unbiased advice.

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INVESTMENT
EFFICIENCIES

We can make sure that your Tax plan matches up with your investment goals

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TAX PLANNING

From start to finish, we can develop a solid tax plan to help you reach your financial goals.

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SOCIAL SECURITY

We can help you create the optimal strategy to maximize your social security income.

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MORTGAGE SERVICES

From traditional mortgages to strategic reverse mortgages, we can show you how to use equity in a tax efficient manner.

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INSURANCE
SERVICES

Properly structured, Life Insurance can provide you with tax free income in retirement.

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ROTH IRA CONVERSIONS

We pioneered the Supercharged Roth IRA conversion strategy to save retirees millions.

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ESTATE
PLANNING

We help clients implement tax efficient estate plans to your  continue your legacy.

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Tax Free Accounts

Roth IRA accounts, Health Saving Accounts, Private Placement Life Insurance, Tax Free Bonds

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CAREERS
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Utah HEADQUARTERS

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(435) 657-2436

dave@optimaltaxplan.com

345 W. 600 S. #115

Heber City, UT 84032

 

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Learn more about the Supercharged Roth IRA conversion strategies and our 2nd opinion services

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Optimal Tax, LLC and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell any investment product.

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