Taxes

Your plan will encourage maximizing your financial resources. We will identify long-term tax minimization strategies such as tax-advantaged accounts and asset location (assigning assets to accounts to maximize after-tax return). We will consider the long-term tax implications of multiple jobs, retirement accounts, and investment strategies. We will help you to get the most out of your employee benefits package – tax-advantaged retirement accounts, employer contributions to your retirement accounts, and group life and disability insurance.

We can refer you to tax professionals to help with tax return preparation and specific complex tax issues.

You may plan to transfer assets to your children, your grandchildren, or other heirs. Your plan will identify potential Federal estate tax issues that might interfere with your plans. While we are not estate planning attorneys, we’ll also outline other considerations that may affect your family’s ability to carry out your wishes should you be unable to do so.