O'Connell RMDs and Taxes

Ray O’Connell is an Accredited Investment Fiduciary. He is the founder and managing director of Altus Wealth Strategies, an independent financial and tax strategies planning firm with offices in central Florida. O’Connell is passionate about helping clients implement strategies to protect and grow their wealth while minimizing taxes.

Taxes are a huge issue. Through his Virtual Family Office team, clients who request it may receive appropriate exposure to little-known tax strategies that are often only promoted to high earners by tax attorneys and advisors. O’Connell’s virtual family office team consists of top CPAs (yours or ours), a tax attorney, asset protection experts, an insurance and annuity specialist, and several other experts in specialty areas as may be requested by you.

Ray has taught hundreds of advisors the principles of investments and insurance. He has presented programs to physician groups, business owners, and those doing retirement planning and is an author.

Ray and his wife Jan have two grown daughters and seven grandchildren. They support the Shepherd Center’s Share Military Initiative, Rally for a Cure, and foster care programs. They enjoy travel and sports and have visited 47 states.