Tax-smart retirement income, designed around your real life.
SagaTax Limited Company helps pre-retirees and retirees turn their savings into reliable, tax-efficient income. Using the Tax-Protected Income Blueprint™, we coordinate your tax planning, retirement accounts, and guaranteed income strategies so you know where your paycheck will come from every year of retirement.
It’s a one-on-one planning engagement where we map out:
1. Tax-focused planning
We analyze your current tax picture and identify long-term tax-saving opportunities—not just short-term deductions.
2. Retirement income design
We create a personalized income strategy showing precisely which accounts to use first, and when.
3. Cash-flow roadmap
You leave with a written, structured income plan that adjusts with markets, taxes, and your needs.
No obligation. Our introductory meeting simply determines whether the Blueprint is a good fit for you.
SagaTax Limited Company
Based in Great Falls, Virginia • Serving clients virtually across the U.S.
Email: phil@sagatax.com
Phone: (703) 842-0090