{"id":182,"date":"2016-01-28T11:03:55","date_gmt":"2016-01-28T16:03:55","guid":{"rendered":"http:\/\/gpswp.com\/yourpileofmoney2\/?page_id=182"},"modified":"2016-03-22T12:22:19","modified_gmt":"2016-03-22T17:22:19","slug":"tax-planning","status":"publish","type":"page","link":"https:\/\/gpswp.com\/yourpileofmoney2\/tax-planning\/","title":{"rendered":"Tax Planning"},"content":{"rendered":"

\"RothConversion\"<\/a><\/p>\n

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to use or transfer to your heirs. We will help ensure that your retirement plan takes full advantage the tax law to ensure that you pay the lowest amount of taxes possible.<\/p>\n

Our Accredited Tax Advisor (ATA) and tax attorney give our clients proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.<\/p>\n

Throughout the year we will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our client\u2019s tax returns are prepared to take advantage of all the deductions, credits, and exclusions allowed to minimize your tax burden.<\/p>\n

We will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.<\/p>\n

Tax Planning services<\/strong><\/p>\n