Tax Planning
Without careful planning, it’s very possible to have a higher tax bill in retirement than as a working professional.
Tax Reduction Questions sound like…
- Am I paying too much in taxes?
- How do my investment decisions affect my tax bill?
- When will tax rates go up?
- Should I convert my IRA to Roth?
Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:
- Annual Tax Return Analysis
- Annual Roth Conversions
- Coordination & Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, etc.)
- Asset Location
- Charitable Giving Strategies
We also stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity. We can also recommend qualified tax-preparation specialists to help you file your taxes and work in coordination with our strategies to help plan for a tax efficient retirement.
👉 Want to learn more about lowering your tax bill in retirement? Click here to get your Free Retirement Assessment.