Let’s Reduce your Taxes!
Taxes are a retiree’s largest expense.
This means that any well-designed retirement plan should include personalized tax strategies that reduce your taxes and preserve your wealth.
After all, a dollar of tax savings is a dollar of wealth preserved!
As your tax advisor and financial planner, we will work to reduce your taxes by coordinating your tax strategies with the details of your retirement plan and investment activities.
But that’s not all. We also file your tax return!
Interested in our Tax Strategies?
Watch the videos below to learn more!
Fundamentals of a Tax-Smart Retirement
In this video, Kieran discusses why managing your income is the key to maximizing your tax savings in retirement.
Manage Your Income Levels
In this video, Kieran discusses different planning strategies that help to minimize your federal taxes, your state taxes, and your Medicare high income premium surcharges on a year-to-year basis.
Maximize Your “Low Income” Years
In this video, Kieran discusses how you can maximize your tax savings by shifting income into your lower income years and large deductions into your higher income years.
Invest With a Tax Focus
In this video, Kieran discusses how different types of investments and investment accounts are taxed. He then discusses how to allocate the right investments to the right accounts to reduce your investment-related taxes over time.
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Interested in how we build your retirement plan?