David Hyden
CFF®, NSSA®, IRMAACP®
David Hyden is the President and Founder of Retirement Tax Consultants, LLC, a firm dedicated to bridging the gap between financial advisors and accountants. Unlike traditional professionals who often overlook tax efficiency in retirement, David and his team focus on strategies to minimize or eliminate taxes as an essential part of overall retirement planning.
David is an experienced retirement planner. Since Tax Planning is a subset of retirement planning, back in 2019 David began to notice that few professionals in the financial services industry were equipped to help clients with minimizing or eliminating taxes in retirement. David observed that accountants and CPAs were trained to do tax returns, audits and Profit & Loss Statements; most being reactive rather than proactive. David also noticed that most financial advisers lacked the training and skills to help clients with retirement tax planning, as they were trained to help grow client’s investment portfolios. So, David decided to set his practice apart and began to focus on the tax portion of retirement planning.
One of the firm’s core services is the Roth Conversion Analysis, a comprehensive comparison of the tax cost of converting to a Roth IRA versus the long-term tax burden of not converting. The analysis also factors in healthcare expenses, including potential Medicare surcharges and the hidden fees and commissions tied to the embedded tax liability in a traditional account.
For those ready to convert, Retirement Tax Consultants applies advanced planning strategies—such as LLC discounts—to reduce Roth conversion taxes by a minimum of 35%. David also leads the Million Dollar Challenge, a bold initiative to help retirees and pre-retirees recover up to $1,000,000 or more in lifetime wealth lost through inefficient retirement planning.
David is a family man. He’s been married to Valerie for almost 30 years and together have raised five children. They reside in McKinney, TX, a large suburb of the north Dallas area. David is a committed Christian serving in his church. He loves sports, working in the yard, and music. David plays electric bass.
Our Team
James (Jay) Beattey
Roth Conversion Strategist, Senior Partner
Steve Shepperd
LLC Strategy Consultant, Senior Partner
Michael McIntyre
CPA/Attorney/Deferred Sales Trust (DST) Specialist
Dr. Steven Demko
Trustee/Deferred Sales Trust Specialist
Renee Thompson
Marketing & Administration
Mark Frost, PHD
Chief Economist
Kevin Suber, PHD
Professor of Banking & Financial Services
Plus a Team of Estate & Trust Attorneys, Trustees, Case Design and Other Specialists
Research & Support Team
Kiara
Advisor CMO
Eddie
VP of Sales
Chris
VP of Life Sales
Thane
VP of Practice Development
These team members work directly for The Impact Partnership LLC – A Non-Affiliated, Third-Party Firm. The Research and Support team has a limited role on an as-needed basis.
Start Planning Your Optimal Retirement Today
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