Tax-Efficient Planning
Certified Financial Planners & CPAs
Fee-Only Fiduciary Advice
Retirement Planning
For the retirement of your dreams.
Death and taxes are two certainties in life. How much tax you pay is a different story!
Our Certified Financial Planner professionals act as a fiduciary to create your retirement plan with taxes top-of-mind. There are numerous areas of your retirement plan that revolve around tax law.
Retirement planning with Certified financial planners & CPAs
Here are just a few tax-related situations that might apply to you:
- Create a tax-smart saving strategy to fully utilize employer and self-employed plan options
- Execute stock options in the most tax-beneficial method
- Use charitable contributions to achieve gifting goals while maximizing tax savings
- Convert IRA funds into Roth IRAs to fill up the lowest Federal tax brackets
- Calculate breakeven points on when to start Social Security
- Downsize your home and carryover your real estate tax rate
- Analyze and understand the pro and cons of pension distribution options between lump sum versus monthly benefit
- Manage Adjusted Gross Income to avoid paying higher income-based Medicare premiums
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