TAX PLANNING 

Tax Planning

​

Our comprehensive tax planning services can help keep your tax bill low now and in retirement. We accomplish this through:

​

• Our expertise combined with Holistiplan. Holistiplan is a sophisticated tax planning software that will uncover potential tax strategies that will mitigate your tax burden in retirement and beyond.

• Annual Tax Return Analysis

• Annual Roth Conversions (if appropriate)

• Time Your Income Streams for maximum benefit & tax efficiency (e.g. Social Security, Pension, Investment withdrawals, Required Minimum Distributions, rental income, etc.)

• Asset Location 

• Charitable Giving Strategies (DAF's, Direct from IRA's (if 701/2 & Older)

• Gifting strategies to your adult children and grandkids 

​

 Want to learn more about lowering your tax bill in retirement? Schedule a complementary call to learn how we can help.