Get answers to frequently asked questions regarding the services offered by Josh Ross, CFP®, EA, MBA
View Disclosures FAQs
Does Josh Ross offer retirement planning and tax advice in Bismarck, ND?
Yes, Josh Ross and Energized Retirement Planners offers comprehensive retirement planning along with tax advice in Bismarck, ND.
Saving on Retirement Taxes Is Josh Ross a CFP(R) Certified Financial Planner Professional?
Yes, Josh Ross is a CFP. This demonstrates his commitment to comprehensive financial planning and fiduciary responsibility.
CFP Lets Make a Plan Why does Josh Ross hold the IRS Enrolled Agent (EA) designation?
Enrolled Agent status is the highest credential awarded to by the IRS. This credential allows Josh to provide tax advice. This is different than simply tax planning, which refers to general tax strategies. For example, instead of referring you to an accountant, having the EA means Josh can provide you the specific amount of Roth conversions you should complete in a given year. If your advisor says, "speak to your accountant" that means you are not receiving tax advice.
What is an Enrolled Agent? Does Josh Ross host free educational workshops in Bismarck, ND?
Yes, Josh Ross holds free educational workshops in Bismarck, ND and virtually. The most common topics include Taxes in Retirement and Estate Planning. He also teaches retirement courses at the local college.
Check Out Our Workshop Resources Does Energized Retirement Planners provide tax preparation?
Yes, Josh Ross and Energized Retirement Planners provide tax preparation. Our clients appreciate not running back and forth between their advisor and their CPA. We take care of everything in-house to ensure a seamless process that results in maximum tax savings.
Energized Retirement Planners services What clients does Josh Ross specialize in?
Josh Ross is a financial advisor who works with clients ages 55 and over, with $500,000 in investable assets, who want to save their retirement accounts from the ticking tax time bomb. He will customize a tax and estate plan that will ensure you and your family are able to spend those accounts and not the IRS.
Meet our Team Is Josh Ross a Financial Advisor who provides tax advice to retirees?
Yes, Josh Ross is a Financial Advisor who provides tax advice, tax preparation, investment management and estate planning for retirees in Bismarck, ND and virtually throughout the United States.
Our Services Has Josh Ross been recognized in the media?
Josh Ross has been recognized and quoted in numerous media sources including Kitces, Financial Planning, Retirement Tax Services Podcast, AcquireUp and more.
RTS Podcast FAQ Disclosures
This content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial or other advice. Nothing contained in this presentation constitutes a solicitation, recommendation, endorsement, or offer by Van Clemens or Energized Retirement Planners to buy or sell any securities or other financial instruments. Securities offered through Van Clemens and Co., member FINRA and SIPC. Advisory services offered through Van Clemens Wealth Management LLC, a SEC registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate and independent entities from Energized Retirement Planners.