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Asia America Capital – Tax-Planning Specialists

During wealth growth, tax optimisation is vital to protect assets and enhance returns. Our comprehensive planning services help lower tax burdens, optimise portfolios and ensure smooth wealth transfer.

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Retirement Planning: Dual Protection with Annuities & Tax Optimisation

For retirement, 401(k)s and IRAs are important yet may run out. Lifetime annuities—“income for as long as you live”—close that gap. Combined with smart tax planning to cut capital-gains and estate taxes, your wealth transitions smoothly. With 30+ years of experience, we integrate retirement accounts, reduce taxes and secure lifelong income.

Tax-planning overview

Key Advantages

Professional Certifications

  • Top-100 full-service U.S. broker-dealer
  • Registered member of FINRA
  • Registered with the U.S. SEC
  • Member of SIPC
  • Member of MSRB

Global Resources & Network

  • 120+ licensed U.S. and overseas brokers
  • Dedicated team for retirement & annuity products
  • Tax experts for optimisation & asset protection
  • Personal advisers for customised strategies

Retirement Planning & Annuity Design

  • Custom pension plans: lifetime income
  • Asset roll-over: 401(k)/IRA into annuities
  • Diverse annuity options: fixed, indexed, variable
  • Prevent account depletion during retirement
  • Combine Social Security with annuities

Tax Planning & Asset Protection

  • Cut capital-gains tax via portfolio optimisation
  • Estate-tax planning through trusts
  • Compliant reporting of overseas assets
  • Tax-saving tools: IRA, 401(k), Roth IRA
  • Annual tax reviews and strategy updates

Our Services

Retirement Planning

  • 401(k)/IRA roll-over & consolidation
  • Lifetime income guarantees
  • Mitigation of out-of-money risk
  • Flexible withdrawal strategies
  • Maximising Social Security benefits
  • Personalised retirement income planning

Annuity Products

  • Fixed annuities: steady income
  • Indexed annuities: market-linked growth, principal protection
  • Variable annuities: higher return potential
  • Immediate annuities: income now
  • Deferred annuities: income later
  • Annuities vs. traditional retirement accounts

Tax Optimisation

  • Capital-gains reduction strategies
  • Overseas-asset compliance management
  • IRA & Roth IRA tax advantages
  • Estate & gift-tax planning
  • Annual tax reviews & adjustments
  • Tax-saving tools & asset allocation

Our Professional Staffs

Roger Wang

Roger Wang

Wealth Planner

CEO & Co-Founder, Asia America Fortune In
MBA | CFP® – Certified Financial Planner
EA – Enrolled Agent, U.S. IRS
FINRA Licensed Investment Advisor (Series 7, 66, and 24)
Licensed Life Insurance Agent in Multiple States

Roger Wang is the CEO and Co-Founder of Asia America Capital, with extensive expertise in wealth management, tax planning, and investment advising. He holds an MBA, is a Certified Financial Planner (CFP®), an IRS Enrolled Agent (EA), and is licensed by FINRA with Series 7, 66, and 24 certifications. In addition, he is licensed to provide life insurance services across multiple U.S. states. Roger is committed to delivering comprehensive, cross-border financial solutions for high-net-worth individuals and business owners.

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