Tax Planning

Strategies

Tax Preparation verses Tax Planning. Little can be done to effectively lower taxes when you are preparing a tax return. With Tax Planning we look at strategies to help minimize taxes now and in future years.
Tax Preparation verses Tax Planning. Little can be done to effectively lower taxes when you are preparing a tax return. With Tax Planning we look at strategies to help minimize taxes now and in future years.
Tax rates today are at an all-time low, on sale so-to-speak. How can we take advantage of this to lower our future taxes from our retirement accounts such as IRA’s, 401(k)’s, 403(b)’s, TSP’s, Deferred Comp. plans? The tax rates are not likely to stay low as the National Debt. Skyrockets. And keep in mind the married tax rates are the lowest, the single tax rates are the highest.
Does it make sense to make Roth conversions of these tax-deferred plans and pay tax at a lower rate now to eliminate the future potentially higher tax on these? Tax Planning may help you keep more of your retirement accounts, whether married or single, for you retirement income goals throughout your lifespan.
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How can we help you with your planning? What are Your Goals & Concerns?

STRATEGIES FOR

Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, call us at 559-230-1648 today! We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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