Income Tax Planning

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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