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Taxing Questions

There are many questions that should be asked when it comes to building tax efficiency into your wealth management plan. The following are some that we can help you answer as you move toward your financial goals:

  • How can I create a spend-down strategy that decreases the taxes I pay over my lifetime, increasing the odds of never running out of money?
  • How do I avoid getting locked into a high tax bracket for the rest of my life?
  • How can I identify opportunities to lower taxes through IRA conversions and distributions?
  • How can I make my portfolio more tax-efficient when I rebalance?
  • How do the latest tax rules and regulations directly affect me?
  • How can I best blend the tax benefits I receive while I support the charities most special to me?

If any of these questions -- or other tax-related issues -- are on your mind, we are eager to have a conversation with you and work together with your tax professional on your behalf.