Tax Planning

Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities.

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This includes:

• Assessing the taxable nature of your current holdings

• Stretch IRA planning

• Strategizing ways to include tax-deferred or tax-free money in your plan

• Strategize which tax category to draw income from first to reduce tax burden

• Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries