Helping Pre-Retirees & Retirees Build a Secure, Tax-Efficient Retirement Eliminating Unnecessary Risk & Maximizing Income
Helping Pre-Retirees & Retirees Build a Secure, Tax-Efficient Retirement Eliminating Unnecessary Risk & Maximizing Income
We focus on shielding your assets from market downturns, lawsuits, and unnecessary taxes, ensuring a secure retirement.
We help you position your assets for a tax-efficient income stream and ensure you have a structured plan for retirement withdrawals.
We maximize growth potential while reducing risk exposure by strategically allocating your portfolio and income sources.
We help preserve wealth for heirs, minimize estate taxes, and implement charitable giving strategies that align with your values.
🔹 Converting Assets into a Reliable, Tax-Efficient Income Stream
🔹 Social Security & Pension Optimization
🔹 Risk-Managed Portfolio Strategies
🔹 Tax-Efficient Withdrawal Planning
🔹 Reducing Taxes on Retirement Distributions
🔹 Tax-Efficient Portfolio Rebalancing
🔹 Business Exit & Asset Sale Tax Strategies
🔹 Roth Conversions & Tax-Advantaged Retirement Solutions
🔹 Minimizing Estate & Inheritance Taxes
🔹 Wealth Transfer Planning
🔹 Charitable Giving Strategies
🔹 Trust & Beneficiary Structuring
🔹 Tax-Efficient Business Sales & Wealth Transfers
🔹 Reducing Capital Gains & Tax Liabilities
🔹 Structuring Retirement Income from Business Sale Proceeds
🔹 Shielding Retirement Assets from Market Volatility
🔹 Legal & Tax Protection Strategies for Wealth Preservation
🔹 Long-Term Care & Extended Healthcare Planning
Financial Advisor | EA | Tax Planner | Retirement Income Specialist
Mohsen Khodaverdi is a dedicated financial advisor specializing in retirement income planning for pre-retirees and post-retirees. With a deep understanding of tax-efficient retirement strategies, wealth preservation, and income distribution, he helps individuals transition into retirement with confidence and financial security.
As an Enrolled Agent (EA) and Tax Planner, Mohsen combines tax expertise and financial planning to help clients minimize taxes, protect their assets, and ensure a sustainable retirement income. His focus is on creating predictable and secure income streams while mitigating market risk and optimizing tax strategies.
✔ Retirement Income Planning: Strategies to convert assets into a reliable, tax-efficient income stream.
✔ Tax-Efficient Wealth Distribution: Minimizing taxes on retirement withdrawals and Social Security benefits.
✔ Asset Protection & Risk Mitigation: Ensuring financial security by reducing market volatility exposure.
✔ Estate & Legacy Planning: Protecting wealth for future generations while reducing estate taxes.
✔ Business Exit & Succession Strategies: Helping business owners transition their wealth into retirement.
Mohsen has been actively engaged in financial services, tax planning, and investment strategies for several years. His background includes working with asset managers, tax professionals, and insurance executives, gaining deep insights into wealth management, advanced tax strategies, and life insurance planning.
He takes a holistic approach—collaborating with CPAs, estate attorneys, and other professionals—to deliver comprehensive and customized financial solutions. His strategic use of tax-advantaged financial tools allows clients to maximize their wealth and maintain financial independence throughout retirement.
Mohsen’s mission is to empower his clients with financial clarity, ensuring they enjoy retirement without the fear of running out of money.
Outside of work, Mohsen enjoys spending quality time with family, staying engaged in his community, and keeping up with the latest financial strategies to better serve his clients.