Tax Planning
Without careful planning, it's very possible to have a higher tax bill in retirement than as a working professional.
The goal of tax planning is to help you pay less in taxes over your lifetime. We accomplish this through:
- Annual Tax Return Analysis,
- Analyzing Roth Conversions,
- Coordination & Timing of Income Streams
- Diversifying retirement savings across different account types.
- Charitable Giving Strategies.
Annual tax return reviews help your retirement plan stay up to date with changing tax laws.