UNIQUE & INNOVATIVE SERVICES

​Avoid and Eliminate Taxes through unique and innovative approaches formerly used only by the very wealthy.  We have a Legacy Building Program that allows you to convert a standard IRA or 401k retirement account into a tax-free death benefit to any designated beneficiary. You also will have long term care [LTC] benefits available to you - if you need them. Another option allows you the simple transfer of an asset (such as real estate, securities, annuities, savings bonds, etc.) in exchange for an immediate or deferred tax favored income for a set number of years. By utilizing a 501 (c)(3) non-profit organization, there are tax benefits that include income tax deductions, as well as capital gain and estate tax reductions. Hundreds and hundreds of people have been able to avoid and eliminate taxes.  


Defined Benefit Pension Plans have been declining, yet there are still plenty of businesses offering them. If you’re fortunate enough to have a pension plan, you can use it to cover a big portion of your guaranteed income in retirement. IF you don’t have a pension, we can set up one for you with a guaranteed income you cannot outlive. The stock market is a rare place where we can make swift and sizable gains. At the same time, the safety and security of market accounts have often been devastated for many of our seniors, who often do not have time to recover from loss.  These losses can now be prevented entirely.

ADDITIONAL SERVICES
  • Estate Planning

  • Estate Preservation

  • Fixed Indexed Annuities

  • Legacy Plan Tax Savings

  • Life Insurance

  • Retirement Income Strategies

  • Retirement Income Solutions

  • Tax-efficient Strategies

  • Tax Favored IRA Conversions

Contact Us For More Info
Stephen P. Dietzel

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Dietzel Retirement Solution

Baton Rouge, Louisiana

(225) 603-7777

Steve@Dietzel.co

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.