Tax Minimization
“But in this world, nothing can be said to be certain, except death and taxes.” -Benjamin Franklin, 1789.
Most financial plans focus on income requirements for housing, transportation, healthcare, food, and travel, but many leave out what is often the biggest expense retirees face: Taxes. Many peopleassume that they will drop into a lower tax bracket in retirement, but we’ve found that’s often not true. We’re currently in one of the lowest income tax environments in recent history, and the current brackets are set to expire in 2025. (2018 Tax Cust and Jobs Act)
Our financial planning expertise puts taxes at the forefront of every decision we make. A keen focus on the tax treatment of retirement assets allows us to minimize your overall tax burden, both today, and throughout your retirement.