Everyone prepares their tax return each year and pays their “share” of taxes. But are you truly looking at the whole picture? Without taking a step back and evaluating your investments and the tax consequences of them, you are truly missing out and paying more than your “share” of taxes.


Taxes to Beneficiaries

Many people find that when they retire, they do not need all their retirement assets. Rather than spend their retirement assets during their lifetime, IRA owners would prefer to see their beneficiaries benefit from their lifetime savings. Having a proper plan to address what you leave behind and the tax consequences of this inheritance, ensures your loved ones don’t pay more than their share of taxes.

Estate Taxes

Do you know what your tax bill will be to your loved ones?

Inheritance tax, estate tax and death duty are the names given to various taxes which arise on the death of an individual. Estate tax taxes the personal representatives of the deceased, while an inheritance tax taxes the beneficiaries of the estate.

Capital Gain Taxes

It's not simply a matter of buying and selling investments based on performance but also ensuring your transactions are tax favorable when need be.

Social Security Taxes

Up to 85% of your Social Security retirement benefits may be taxable. Many retirees are not aware of this, nor do they know how to reduce or eliminate tax on social security.

Ensuring your retirement specialist and your tax preparer work together is essential to providing your loved ones with a gift, rather than a tax bill. To learn more about our tax reduction strategies or to schedule a complimentary consultation, please click here or call us toll-free at 1-800-290-3252.