Tax Strategies

We believe…

  1. You should pay the least amount taxes allowable by law
  2. You should understand tax savings strategies
  3. Reducing taxes, increases your disposable income


  1. Complex tax laws shouldn’t be a reason to overpay taxes
  2. There are more words in the IRA tax code than in the Bible
  3. A penny saved is a penny earned

There are many ways to save money on taxes.   Wise distribution timing from your retirement accounts, using strategies that offer tax-free growth, and using certain provisions allowed by the IRS such as Roth Conversions.  Periodic financial reviews are critical to helping you ensure tax efficiency in retirement.

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Questions Facing Today’s Retirees