Cutter Financial Services

Advanced Tax Planning

The common practice of tax planning focuses on minimizing your current tax liability. However, this can often lead to a much greater tax obligation in the future. Through our advanced tax planning strategies, we not only review your current tax situation but also provide information about what your tax situation could look like throughout retirement. Our objective is to help you establish an efficient strategy that minimizes your tax exposure to and through retirement.

Will you be in a higher or lower tax bracket when you retire? Do you think taxes are going up, going down, or staying the same? Your retirement is too important to be based on common retirement myths.

“The great enemy of the truth is very often not the lie — deliberate, contrived and dishonest, but the myth — persistent, persuasive, and unrealistic. Belief in myths allows comfort of opinion without the discomfort of thought.” — John F. Kennedy

So, what is your current tax plan? Do you have one? If you’re like most retirees, you probably haven’t even considered what your taxes could be in retirement, or you may be making the common assumption that you’ll be in a lower tax bracket when you retire. If you have voiced this concern to your financial advisor, they probably told you to talk to your “tax advisor.” The problem with this approach is your tax advisor’s primary concern is to reduce your taxes today. After all, that is how most people determine if they have done a good job. The challenge is that many tax advisors haven’t been properly trained on retirement taxes and how to look at what your future tax liability could be.

As a CPA with a Master of Science in accounting, Jeff has been trained on how to best manage and minimize taxes both now and during retirement.

The question you need to ask yourself is do you want to control your taxes or do you want to be controlled by your taxes? The choice is yours.


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