Without careful planning, it's very possible to have a higher tax bill in retirement than as a working professional.

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Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:

 

• Annual Tax Return Preparation and Analysis

• Annual Roth Conversions

• Coordination and Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, etc.)

• Asset Location

• Charitable Giving Strategies

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We also stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.