Financial Services

One stop. Many options.

How We Help:

  1. We help you avoid unnecessary income taxes on bank accounts, IRAs, 401(k)s, 403(b)s, 457 deferred compensation plans, TSPs and Social Security retirement benefits.
    Most advisors don’t provide tax-reduction and tax-elimination planning. We do.
  2. We make sure you’ll have guaranteed monthly direct-deposited income in retirement that you can’t outlive.
  3. We help you fight the corrosive effects of inflation.
  4. We help you avoid big, unnecessary losses in the stock market.
    Some risk is good. Too much is too much.
    We employ no-cost and low-cost hedging strategies to guard against outsized losses that could threaten your ability to stay retired.
  5. We’re knowledgeable in the use of asset protection trusts, qualified retirement accounts and limited liability corporations to shield your assets from abusive lawsuits.
  6. We can potentially make your Social Security benefits 100% free of federal income taxes.
    Many beneficiaries pay federal income tax on 85% of their Social Security retirement benefits.
    You paid Social Security payroll taxes to fund Social Security; let’s not pay income taxes to receive Social Security benefits.
  7. We help you alleviate your long-term care cost concerns.
    There are more options to plan for long-term care expenses than just buying long-term care insurance.
  8. We help eliminate “Medicare confusion.”
    Scott Tucker is licensed and appointed to help you with your Medicare needs.
  9. We help eliminate unnecessary risks and high hidden fees in your retirement accounts in your current and former employers’ plans.
  10. We help you uncover the hidden fees in your variable annuities and give you the best-outcome recommendations to limit those fees.
  11. We help you to leave a tax-free legacy to those you care about most, whereas most Baby Boomers are set-up to leave behind a legacy of “hand-me-down income taxes” on the funds they’ll leave behind.
  12. We help clients maximize their charitable tax deductions under the Tax Cuts and Jobs Act (TCJA) of 2017, without the expense and complexity of establishing a private foundation.

At Scott Tucker Solutions, Inc., we can offer you the following products and services:

(Click the images below to learn more about each service)

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

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