HOUSTON, TX / ACCESS Newswire / November 12, 2025 / Wealth Concepts Group today announced the launch of its Tax Elimination Program, a coordinated approach to help accredited investors reduce or eliminate the taxes triggered by Roth conversions and other retirement income events.
Accredited investors - generally those with $1 million or more in investable assets - can now access a comprehensive suite of advanced tax planning strategies that draw upon multiple sections of the Internal Revenue Code. By integrating these provisions in a carefully structured way, the firm's tax team helps investors legally minimize future tax burdens while remaining fully compliant with existing law.
"For many successful investors, taxes have quietly become their single largest lifetime expense," said D. Scott Kenik, President and Founder of Wealth Concepts Group. "Our goal is to show investors how to take control of that expense and permanently reduce it - without adding investment risk or compromising compliance."
One of the most powerful applications of these strategies is offsetting the taxes generated by Roth conversions. Transforming taxable funds into tax-free income not only eliminates future income taxes, but also removes related costs such as Social Security taxation, Required Minimum Distributions, IRMAA surcharges, and inheritance taxes.
"We want investors to see the numbers in black and white," said Kenik. "Once they understand the true cost of doing nothing, the value of proactive tax planning becomes obvious."
The Tax Elimination Program begins with the firm's proprietary Tax Time Bomb Report, which projects an investor's lifetime tax exposure. From there, Wealth Concepts Group's tax planning team researches and coordinates over 40 proven strategies designed to generate legitimate deductions and credits that neutralize taxable events - including those tied to large-scale Roth conversions.
Wealth Concepts Group maintains a strong emphasis on legal integrity and compliance. Each implemented plan is supported by IRS Opinion Letters, Private Letter Rulings, or SEC/FINRA No-Action Letters to verify that the strategies operate within the framework of existing tax and securities laws.
"Our strategies are 100% legal and thoroughly vetted," added Kenik. "We don't believe investors should have to choose between compliance and efficiency - they deserve both."
With the introduction of this initiative, accredited investors now face a simple choice: Continue following the IRS's plan for their money - or adopt a strategic, lawful approach that keeps more wealth where it belongs - in the family.
About Wealth Concepts Group
Wealth Concepts Group is a specialized financial consulting and planning firm serving accredited investors and business owners nationwide. The firm focuses on advanced tax elimination, retirement income planning, and multi-generational wealth preservation.
Media Contact:
D. Scott Kenik
President
Wealth Concepts Group
Phone: 832-880-5555
dScottKenik@WealthConceptsGroup.com
www.WealthConceptsGroup.com
SOURCE: Wealth Concepts Group
View the original press release on ACCESS Newswire:
https://www.accessnewswire.com/newsroom/en/banking-and-financial-services/wealth-concepts-group-announces-advanced-tax-elimination-strategies-1100720
