Advanced Tax Planning
Our advanced tax planning strategies 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.
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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Let us get to know your situation, goals and needs – then together, we will help you build a sound retirement system.