SERVICES
Tax Planning
Tax planning is an important part of the retirement planning process.When you retire, some income (such as Social Security benefits and required minimum distributions) is added to your yearly taxable income. We understand you worked hard for your money and want to help you keep as much of it as possible. That’s why we focus on structuring your assets to minimize future tax implications.
- Assessing the Taxable Nature of your Current Holdings
- Stretch IRA Planning
- Strategizing Ways to Include Tax-Deferred or Tax-Free Money in your Plan
- Strategizing Which Tax Category to Draw Income from First to Reduce TaxBurdens
- Leverage your Qualified Money to Potentially Leave Tax-Free Dollars to your Beneficiaries
Our firm is not licensed to offer tax preparation. We offer tax strategies related to investing and retirement income. Consult your tax advisor regarding your situation.