PORTFOLIO BENCHMARKING
I can provide you with a 100% objective analysis of your portfolio’s performance, risk attribution, and fees.
- Compare your portfolio to a similarly allocated portfolio of low-cost index funds
- Identify and quantify sources of portfolio risk
- Calculate fund and advisor fees (where applicable)
In order to receive your free portfolio benchmarking analysis, please email me copies of your three most recent statements (info@AaronBraskCapital.com). You should be able to download these from your online portals at most custodians like Schwab, Fidelity, etc.
TAX SNAPSHOT
I can provide you with an overview of your current tax situation and highlight potential opportunities to improve tax efficiency.
- Roth conversions
- Medicare surcharges (e.g., IRMAA)
- Taxation of Social Security
- and more
To receive your free tax analysis, please email me (info@AaronBraskCapital.com) a copy of your most recent tax return in PDF format. If you do not want to email it, please advise; I can create a secure DropBox folder where you can upload your return or send you a direct upload link to my planning software.
RETIREMENT OPTIMIZER
Please click the button below to enter high-level data points regarding your retirement plans. Then the tool will estimate how much optimized decisions around Social Security, Roth conversions, and withdrawal strategy could benefit your retirement. It only takes a couple of minutes to enter your data and get your results. The tool will also create a PDF report highlighting more specific information about your retirement and include some educational material to help you make more informed decisions.
TRUST SNAPSHOT
We can provide you with a complimentary trust snapshot that leverages our AI-enabled platform to extract key information from your trust document(s). This tool can analyze revocable and irrevocable Trusts (e.g., GRATs, SLATs, and ILITs), as well as trust restatements. We will deliver you the trust snapshot report as a PDF file, and it will include the following:
- Trust legal name, trust type, state of governing law, and date of creation
- Grantor(s), trustee(s), beneficiaries, etc.,
- Details regarding dispositions
- Other relevant provisions
