Retire Tax Free

The magic in getting to the tax-free world is doing so without increasing your taxes. The challenge is finding the strategy to offset the tax that you would otherwise pay on moving to the tax-free world. So while there are only a few tax-free growth tools. There are a number of mechanisms or strategies to offset the Roth conversion cost.  If you recognize the impact taxes will have on reducing your wealth, then it is critically important to develop your strategy to get to “income tax free,” and it is also critically important to speak with your financial advisor each year to grab unplanned opportunities to further your plan’s success.

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Jim’s latest chapter in the book, Successonomics

The intriguing part of success is that it means such different things to different people. However, just as success encompasses achievement, Successonomics implies the achieving of goals through fiscal competence. The concept of Success combined with Economics is a formidable financial combination.

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Winning The Tax Game by Jim Heafner

In this book, we talk about some of the biggest mistakes that investors make when it comes to their taxes. Then we’re going to talk about how you can solve those problems – legally, morally, and ethically. My goal here is to ask some pointed questions and get you to look at your taxes with a new eye. You make choices about your tax bill every day. Are you making the right choices? Or are you like most investors, leaving money on the table, wasting money on taxes you just don’t have to pay?

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The Myth Of The Rich Doctor

While many medical professionals are in-tune with their own personal health and the health of their patients, they sometimes tend to neglect the state of their own financial health. Download this free eBook to read Jim’s foreword and afterword to learn more about his connection to the medical industry, and how he likes to assist medical professionals with their investing and retirement strategies.

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Speaking to International Thought Leaders at West Point

Thought leaders from around the world gathered at West Point for the Leadership Speakers Academy on October 9th, 2016. Here, Jim Heafner was presented with the Outstanding Leadership Speaker award.

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Our Philosophy…

You may ask: What’s in a logo? We want our logo to represent our philosophy. Our logo is a lion in winter. We want you to be a lion in the winter of your life — leading an independent, abundant, and satisfying life — and finish strong! Bring as much passion and spunk to your winter years as you did during your spring, summer, and autumn years. This requires your passion and a great financial plan.

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10700 Sikes Place
Suite 150
Charlotte, NC 28277
(704) 552-1230
(704) 552-1281

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Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
WealthGuard is a portfolio monitoring system, which identifies a client’s maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per the clients’s pre-determined risk tolerance. It is not an actual stop loss, and may not automatically sell the individual securities in the portfolio. Therefore, the WealthGuard Value is a reference point to encourage a conversation between Heafner Financial and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the WealthGuard percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results.
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