How To Minimize Or Completely Avoid Tax On Social Security & IRA Money
PLUS - The little-known characteristic we look for in stocks that may lead to long-term outperformance.
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*$250,000 Investable Assets To Qualify
Brought To You By:
Ben Schrock, BFA™
After four years of working with a Fortune 500 insurance company, Ben knew he was ready to take his experience — and his love of helping others — to the next level. So, in 2012, he founded B.A. Schrock Financial Group as a way to put his passions, and those of his clients, first. He enjoys working one-on-one with individuals and families to help them create the financial plans they need to live out their retirement years with confidence and comfort.
Our Strategies
01
Avoid Double Taxation On Social Security
If you’re not careful, the government will tax you on your Social Security benefit. We help clients avoid this form of double taxation by making Social Security the centerpiece of your overall retirement income strategy and planning around it.
02
IRA Tax Minimization
By taking advantage of a legal tax code loophole, we can get your retirement savings locked in at today’s tax rates before they go back up when the Tax Cuts and Jobs Act expires in 2026.
03
Long-Term Investment Outperformance
When selecting stocks to purchase for our clients, we look at a group of companies that have historically outperformed the market and produce an income stream that outpaces inflation. These elite companies are known as the “Dividend Aristocrats”.
Start Your Journey Today
Take your first step towards unlocking your retirement!
Minimize or eliminate taxes on your Social Security benefit.
Invest in quality companies that perform well and offer an inflation-beating income stream.
Get your retirement savings locked in at today’s tax rates.
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Happy Clients
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Assets Under Management
The Story
After four years of working with a Fortune 500 insurance company, Ben knew he was ready to take his experience — and his love of helping others — to the next level. So, in 2012, he founded B.A. Schrock Financial Group as a way to put his passions, and those of his clients, first. He enjoys working one-on-one with individuals and families to help them create the financial plans they need to live out their retirement years with confidence and comfort.
BA Schrock Wealth Management, Inc. (BASWM) and BA Schrock Financial Group, Inc. (BASFG) located at 131 College Street Wadsworth, Ohio are independent financial services firms helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisor Representatives offer advisory services through BASWM, a Registered Investment Advisor. Additional information about BASWM is available at www.adviserinfo.sec.gov. Insurance is offered through BASFG, an insurance company. BASWM and BASFG are affiliated and share common ownership.
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