Tax Planning
Retirement tax planning that keeps taxes low.
Without careful planning, it's possible to have a higher tax bill in retirement than as a working professional.
Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:
- Annual Roth conversion opportunity analysis
- Coordination and timing of income streams (e.g., pension, Social Security, Required Minimum Distributions)
- Asset location
- Charitable giving strategies
- Planning around the Medicare IRMAA income brackets
We also stay up to date with ever-changing tax laws so you can act on new opportunities as they come up.