Minimizing Tax Liabilities

Minimizing tax liabilities should be a goal for everyone whether they are working or retired. Although we are not tax advisors, we utilize financial planning software that lays out a plan to minimize tax liability in retirement years. Proper income distribution is the key to minimizing tax liabilities and maximizing estate value during retirement. Investment strategy and investment vehicles can help minimize taxes while still working. We will work directly with the client’s tax advisor to structure a tax-efficient investment strategy. If a tax advisor is not utilized by our client, we can recommend a qualified tax advisor or offer tax efficient solutions directly.

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