Download the guide
Tax Strategies for Retirement
Download this 12-page guide to learn more about potential tax strategies for retirement.
This guide will cover:
- Why your taxes might not decrease in retirement
- How "buckets" can help illustrate the impact of taxes on varying assets
- What required minimum distributions could mean for your tax bracket
create your financial roadmap™
Our process walks through the four pillars we believe are integral to a comprehensive retirement strategy: income plan, investment plan, tax efficiency and estate planning.
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Carl W. Zeidler, CFP® MSFS
Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group as a Registered Investment Advisor in 1988. Carl has earned many designations and degrees, including a Bachelor of Arts from the University of Illinois and a Master of Science in financial services degree (MSFS) from The American College. Carl also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). In is his free time, Carl enjoys traveling, gardening and making memories with his five children, four grandchildren, and wife, Cynda.
John Zeidler, CPA, MSA
John started his career in 2017 with Wall Street Financial Group, Inc., following in his father’s footsteps. He earned a Bachelor of Science in Accounting, magna cum laude, from Southern Illinois University of Edwardsville in 2018 and a Master of Science in Accounting with a focus in taxation the following year. In 2020, John earned his certified public accountant license. He focuses on using his tax knowledge to help his clients make better financial decisions. He is an active member in NAIFA and a member of the American Institute of Certified Public Accountants (AICPA).