TAX PLANNING

Our financial planning firm has made tax optimization fundamental to the services we provide. From tax-efficient investment portfolios to long-term strategies to keep tax brackets low in retirement, we make it our goal to minimize your taxes and keep more of your money working for you.

Our tax planning services encompass:

• Current and future distributions

• The order in which investment accounts should be drawn from

• Proactive planning for changing tax rates

• Required minimum distribution (RMD) withholding rates

• Qualified charitable distributions

• Social Security and pension planning

• Roth conversions

• Tax estimates

• Strategic cost basis resets

• Tax loss or gain harvesting