Tax Management Planning
Don't Pay More Than You Need To
The "accumulation" phase of ones life and the "distribution" phase have entirely different tax implications. Don't find yourself paying a bill you didn't know you owed. Make tax code work for you and not against you.
We have a tax planning series that will help you:
1) Identify the types of taxes you will face at various stages of retirement
2) Address how taxes impact Social Security and Medicare
3) Develop a comprehensive retirement tax plan so you don't overpay taxes