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Retegy

Save Money on Taxes, Invest the Difference, Retire Happy!

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About

We are an independent fee-only financial services firm in Irvine, California. We specialize in financial planning, retirement strategies, and investment management. We work with people approaching retirement or early in retirement.

We strive to provide competent and prudent expert advice. We honor fiduciary principles to act in the best interest of every client. Our goal is to provide you with our expertise and help you achieve the best in life. Our advice is unbiased. As fee-only advisors, we do not accept commissions or any compensation based on financial product sales and do not have conflicts of interest typical to commission-based compensation models.

We Are Members Of

Ed Slott's Master Elite IRA Advisor Group

Certified Financial Planner
NAPFA
Financial Planning Association
XY Planning Network

Vladimir Kouznetsov, CFP®

Vladimir Kouznetsov

Vladimir Kouznetsov, CFP® is a founder of Retegy LLC.

Vladimir specializes in retirement accumulation and distribution planning and advanced tax strategies. Retirement planning is complicated and you need an IRA specialist in this area.

He is a Certified Financial Planner™ professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Vladimir is a member of Ed Slott’s Master Elite IRA Advisor Group™, a private IRA study group of professional financial advisors. Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor GroupSM comprises nearly 400 of the nation’s top financial professionals dedicated to the mastery of advanced retirement accounts and tax planning laws and strategies. Ed Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. He has hosted several public television specials, including “Ed Slott’s Retirement Road Map!”

Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and Company continuously, have completed requisite training, passed a background check, attend required workshops and completed mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.

Besides financial services, Vladimir has a background in software development and real estate. His real estate experience includes running and serving as a Designated Broker of a real estate brokerage agency that specialized in working with a wide range of clients from individual real estate investors and to institutional clients including Fannie Mae, Freddie Mac, JP Morgan Chase, Wells Fargo, Bank of America, and others. He has years of experience helping real estate investors to build their investment portfolios and institutional clients to manage and market their bank-owned REO properties portfolios.

Author’s Page

Other Publications

“When a Roth IRA Is Not Your Best Option” – TheStreet – Retirement Daily

“Heres Your Complete Social Security Benefits Primer” – TheStreet – Retirement Daily

“Avoid Tax Consequences With a Direct 401(k) Rollover” – Investopedia.com

“4 Things to Know About Backdoor Roth IRA Conversions” – Investopedia.com

“Roth Conversions Must Now Be Used Wisely” – Investopedia.com

Media Mentions

“YOUR MONEY: Retirement reform wants more of your tax dollars now” by Beth Pinsker – Reuters

“How the Secure Act could affect your retirement savings” by Hanna Horvath – Policygenius

“Best of Both Worlds: Blending Technology and Human Advice for a Better Financial Life” – Financial Planning Association of San Diego

“Required Minimum Distributions: What They Are and How to Factor Them Into Your Retirement Planning” by Matt Becker – The Simple Dollar

“Investment Property Mortgage Rates” by Taylor K. Gordon – LendingTree.com

Start today! Schedule a short online strategy session where we can share with you top financial strategies that can help you achieve your financial goals in any market conditions.

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We are looking forward to working with you!

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Market Update

Market Update (December 4th, 2019)

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Featured

Can You Put Your IRA into a Trust?

By Retegy

“Mega Backdoor Roth” – The Definitive Guide

By Vladimir Kouznetsov

4 Things to Know About Backdoor Roth IRA Conversions

By Vladimir Kouznetsov

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200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
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(949) 662-3212
info@retegy.com

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Copyright © 2019 Retegy LLC. All Rights Reserved. Retegy LLC is a Registered Investment Advisor.

Retegy LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, Retegy LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Retegy LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Retegy LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Retegy LLC or a Retegy LLC authorized representative has been advised of the possibility of such damages. In no event shall Retegy LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.