It’s not how much you make, it’s what you keep.
Tax reduction presents the greatest opportunity for increasing one’s lifetime resources. Period.
Tax planning is the centerpiece of our process. Where you save your money, and where you draw it from later on can, by itself, make or break the success or your strategy.
(i.e., brokerage, savings and checking accounts)
These accounts are funded with after-tax
(i.e., Traditional IRA’s, 401(k)’s, 403(b)’s, and deferred compensation and pension plans)
The money you put in these accounts is not included in your current taxable income, but you are required to begin withdrawing it at age 70½ and pay the taxes
(i.e., Roth IRA and 401(k), permanent Life insurance, and municipal bonds)
Tax planning needs to happen before April 15th. Before the end of the year we help our clients project their taxable income and make recommendations to optimize their tax bracket.
Want to know where you stand? We can show you.
Schedule a complimentary consultation to learn what a true financial partnership can do for you!
Ready to take control of your finances?
Sign up for our newsletter and get on the path to financial well-being!