Tax Planning

Advantage: You

There are many different components to tax planning. Most importantly, it should be an integral part of your overall financial planning.

We work closely with your accountant and tax advisers to develop an individual, multi-year strategy to minimize your taxes. We incorporate tax nuances into every part of your financial plan. By staying abreast of current tax laws, we maximize your ability to take advantage of tax savings opportunities such as:

  • Education funding
  • Reducing medical insurance¬†and out-of-pocket costs
  • Retirement plan funding

We look at multiple years to shift deductions and income to reduce taxes. We match gains and losses and accelerate income and convert retirement assets to ROTH when it makes sense.

Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding their IRA.


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