Tax-Savvy Strategies

for High-Balance, Tax-Deferred Accounts


Our complimentary eBook reviews ways that you can keep more of your

hard-earned money with these savvy tax planning strategies.

Waterworth eBook Updated 2.2.2023_Page_01

Growing and preserving your wealth should always include deploying smart tax strategies.  

Here are some of the highlights included in our eBook:

  • Tax strategies for business owners
  • Retirement tax-planning strategies
  • Estate and legacy planning tax strategies

Download Your Copy Today


We work with you and your CPA to discover and implement strategies that mitigate your tax exposure to preserve and protect your wealth.

Tim Waterworth, Waterworth Wealth Advisors, LLC


tax planning strategies-Waterworth Wealth Advisors