Strategic Tax Planning

Berns Financial and Insurance Services in Palmdale, California, offers various options for retirement income planning, income tax planning, and estate planning. Some of the services we offer include:

  • Personal Pension Accounts
  • Traditional and Roth IRAs (Individual Retirement
  • 401s (k)
  • Indexed Annuities
  • Simple IRAs and Set IRAs
  • Defined Benefit Plans
  • 403s (b)
  • TSAs (Tax Sheltered Annuities)
  • 457 plans
  • Profit-Sharing Plans
  • Safe Harbor 401s (k)
  • Traditional 401s (k)

The objective is to come up with solutions to reduce your tax liability based on your situation. We are here to help in preserving more wealth for you and your loved ones, given the right situation.