Our Services

Iacangelo Financial Group’s focus is on retirement income and tax reduction strategies for today’s active retirees and near-retirees.

Having a sound investment strategy is important, but not enough. Our differentiating value is this:

“It’s not what you make, it’s what you keep that counts.”

IRA Planning

Jerry will work closely with you to educate you on the important rules regarding IRA accounts. When is comes to planning for the distribution of assets currently held in IRA accounts there are several potential hazards that can cost you thousands in penalties and unnecessary taxation. We will help you navigate these hazards and ensure your IRAs remain intact for you and your beneficiaries.

Estate Planning

We will work with you and your attorney to aid in the establishment of wills, trusts, and other legal documents to help you control what you own during your lifetime. This planning also sets the stage for the worry-free transfer of assets to your beneficiaries while minimizing taxes and ensuring your estate avoids probate.

Tax Reduction

We will assist you in various areas of tax reduction including the following: reducing taxes on Social Security income, capital gains, taxes on interest earning accounts, and the reduction of taxes owed by your beneficiaries upon the inheritance of IRA accounts.

Retirement Planning

We will utilize a variety of methods to plan for retirement among pre-retirees as well as those already retired. In addition, we will recommend appropriate savings vehicles and tax strategies that are geared toward enjoying a comfortable retirement while constructing a distribution plan to ensure you will not outlive your income or assets.

Social Security Timing Strategies

It’s estimated that 37% of your retirement income will come from Social Security. Are you 100% confident how and when to claim your benefits? We integrate Social Security planning with your retirement income strategy. We want you to help you avoid mistakes that can be very costly and irrevocable.

You are using an outdated and unsupported browser. Please upgrade to continue.

This version of Microsoft Internet Explorer is over eight years old, does not receive security updates, and is not able to render modern websites. We strongly suggest updating your version of Internet Explorer or using a modern web browser such as Microsoft Edge, Google Chrome, or Mozilla Firefox