Taking the Next Step in Proactive Tax Planning

Discuss how lesser-known IRS rules might offer additional tax advantages.

How IRS Publication 590-A Impacts You: Understand what this government document means for your retirement planning and how it could affect your tax strategy.
Ways to Optimize Your Tax-Deferred Accounts: Learn how to make more informed decisions with your IRAs and retirement contributions.
An Introduction to Self-Directed IRAs: Explore how these accounts work and whether they might be a good fit for your broader investment strategy.
Explore a Little-Known Area of the Tax CodeCommon Mistakes to Avoid: Even with solid tax planning in place, there are advanced strategies—like those tied to IRS Publication 590-A—that can enhance long-term outcomes.

Why Kirk Summa Clients Trust This Process:

Kirk Summa & Co. has built a reputation for helping clients

reduce risk, save on taxes, and grow their wealth through strategic guidance

grounded in experience and results. As a valued client, you already know we don’t offer cookie-cutter solutions. This is

tailored tax strategy guidance rooted in the latest legal frameworks and delivered by professionals who understand your goals.

This isn’t theory. It’s action.

Your Next Step: Book Your Free Strategy Call Now

You’ve worked hard to build your savings—now let’s make sure every dollar works harder for you.

Spots are limited. Secure your call today with Courdney “Cory” Williams and discover how to unlock the full potential of your retirement strategy.