Wittman Wealth Management Unveils Program that Incorporates Capital Gains Deferrals


Franklin, Tennessee–(Newsfile Corp. – February 14, 2023) – Wittman Wealth Management, a Franklin, Tennessee-based financial advisory firm, unveiled new programs focusing on maximizing the distribution phase of retirement with capital gains deferrals to increase tax-free income in retirement.

Their strategy uses highly appreciated assets to work towards building a steady stream of tax-free retirement income.

“Many financial planners focus only on the accumulation of assets leading into retirement,” President Terrence D. Wittman, MBA said. “We take a look at the whole picture, which includes not only the accumulation of assets during working years but the tax-efficient distribution of those funds in retirement years.”

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Terrence D. Wittman, MBA

While assets accumulate, Wittman Wealth Management is also advising clients on how to effectively navigate distributing wealth during retirement by providing Tax-Free Retirement Income strategies, and for real estate investors, Capital Gains Deferral Strategies.

To learn more, or book an appointment with Terrence, visit http://www.wittmanwealthmanagement.com

About Wittman Wealth Management:

Led by President Terrence D. Wittman, MBA, A LPL Financial Advisor, Wittman Wealth Management assists clients in defining their long-term investment objectives and building a personalized investment portfolio designed specifically for them. The group recognizes the importance of building a relationship to fit their client’s needs, goals and lifestyles to prepare them adequately for retirement. Learn more at WittmanWealthManagement.com.

Securities & Advisory Services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC

Past results do not guarantee future success. Please consult your Tax Professionals concerning your specific tax situation.

Terrence D. Wittman, MBA
[email protected]

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/154663