Scotty G

Scotty G Scott Groskreutz, ChFC® Meet with Scott: https://linkly.link/2Zz43
Welcome to Scotty G Money, home of the Summit Gameplan. 🚀 Personalized Plan

06/07/2026

Bracket topping transforms taxes from a surprise into a predictable expense. For those married filing jointly, understanding your tax bracket allows you to strategically convert income up to its limit, especially if you anticipate higher future tax rates. This ensures more tax-free income later, with the bracket's top serving as your clear guardrail.

06/06/2026

Transform your retirement probability from 88% to 97% with one simple adjustment. This strategy creates a sustainable income foundation without changing investments or future spending. It's income optimization, not market timing.

06/06/2026

Mark and Linda saved a million dollars for retirement but were too afraid to spend it. Their pre-tax accounts held hidden tax liabilities (RMDs) waiting to detonate. We strategically moved funds to Roth accounts, creating a tax-free future and freeing them to finally live their retirement dreams.

06/06/2026

Retirement isn't one phase; it's many. Understand the 'income valley'—the gap between stopping work and Social Security/RMDs kicking in. This is your key window to strategically convert tax-deferred savings to tax-free, controlling your tax rate before RMDs and Social Security limit your options.

06/06/2026

Tom and Susie, both 62, had a million dollars in retirement savings, mostly pre-tax. The IRS was a silent partner, looming with a future tax bomb. By strategically moving funds to a Roth during their 'golden window' (retired but not yet on Social Security), they paid lower taxes now. This diffused the future tax bomb and added $1.5 million to their bottom line, tax-free. It's not just what you make, but what you keep.

06/05/2026

Social Security isn't just about your paycheck; it's about supporting the retirement life you truly want. Learn how optimizing your benefits can lead to a comfortable, confident, and lasting retirement.

06/05/2026

Traditional IRAs and 401ks have a silent partner: the IRS. Every dollar out is taxed. But a Roth IRA is different—it's a game plan. Learn how strategic conversions can lead to a better retirement experience, more flexibility, and cleaner generational handoffs.

06/05/2026

The irony? The safest time to make an intentional financial move is often right after you stop working, during your 'income valley.' If you feel your wealth is fragile, you're not alone.

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1489 W Warm Springs Road STE 110
Henderson, NV
89014

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