Income Tax Planning
Services
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Income Tax Planning
Retirement brings unique tax issues. Without an intentional plan, you could be at risk of paying more than your fair share. As part of our EPIC5i™ process, we build a plan that allows you to pay less and keep more.
Tax planning strategies we build and implement for our clients include:
- Traditional IRA vs. Roth IRA
- Roth conversions
- Income coordination
- Social Security
- Pension
- Withdrawal strategies
- Required Minimum Distributions
- Capital gain/loss planning
- Asset location
- Deduction planning
- Qualified Charitable Distributions
IRS rules are always changing — in fact, the recent TCJA and Secure Act had major implications for retirees. Leave it to us to keep up with the ever-changing tax landscape.
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For more information about any of our products and services, schedule a meeting today or register to attend a event.