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Tax Planning

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">It&#8217;s never too early to start tax planning!</span>

It’s never too early to start tax planning!

If you want to pay the least amount of income tax each year, then it may be helpful to start doing some tax planning today.

What are the benefits of Tax-Advantaged Investments?

  • Tax-Deferral
  • Tax-Deferred Growth
  • Tax-Free Qualified Withdrawals
  • Tax-Deduction
  • Tax-Exempt

Taxes and Retirement Planning

Pre-Retirement 40s and 50s

  • Create a Plan
  • Best use of employer retirement plans
  • Roth IRA and Roth Conversions
  • Compounding Interest
  • Health Savings Accounts

Early Retirement – Early 60s

  • Create a distribution optimization strategy
  • Social Security
  • Health Insurance Options
  • Roth Conversions

Middle Retirement – Mid 60s through 73 when RMD’s start

  • Medicare Planning
  • Social Security
  • Tax Diversification

Later Retirement – After age 73

  • RMD’s – Required Minimum Distribution
  • Tax-efficient Charitable Planning
  • Step-up Basis Strategy
  • Widow’s Tax Penalty
Your Access to the IRS Website

Your Access to the IRS Website