TAX PLANNING

TAX PLANNING

Remember that your account values are going to be shared with Uncle Sam. Without careful planning, you may end paying more in taxes during your retirement. 

My tax planning strategies strive to keep your taxes low while you work and in retirement. This is done by:

  • Roth Conversion​

  • Asset Location

  • Tax Return Analysis

 

  • Gifting Strategies

 

  • Optimizing which accounts you withdrawal money from (.eg. Roth accounts, taxable accounts, IRA, 401(k), etc.)

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​👉 Want to learn more about saving on taxes in retirement? Click here to get your Complimentary Retirement Analysis.