Tax Strategies

Taxes can be the largest wealth eroding factor in retiree’s portfolio.   In retirement, you have one of the best opportunities to really control your tax situation.  How you withdraw your income from your assets will dictate the amount of taxes you will owe.  We believe it is important to have a strategy in place to minimize or eliminate taxes in retirement.  That strategy needs to focus not only on the current year but the future years as well.  Just simply having your taxes prepared is not enough.

Most Financial Advisors stress “Asset Allocation; though important, we believe “Tax Allocation” can have a greater impact on retiring well.  How have you allocated your assets to get tax diversification?

What strategies has your Financial Advisor used to help you distribute your assets to minimize or eliminate taxes?  Do you know what accounts you should spend from first?  If you have not discussed any tax strategies by now, the chances are you probably will not ever.

For a complimentary tax analysis, fill out the information below and someone will contact you:

Tax Reduction Strategies

Get PDF

Understanding Your Retirement Reality

Get PDF

5 Critical Strategies for Financial Independence

Get PDF

Retirement Plan Checklist

Get PDF

 

Tax Planning 2016

Get PDF

Understanding RMDs

Get PDF

Inherited IRAs

Get PDF

 

 

 

 

 

 

 

 

 

 

Securities offered through First Allied Securities, Inc., member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a registered investment advisor.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved