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Tax Planning

Smart tax planning can make a bigger difference than investment returns alone. We help you minimize unnecessary taxes in retirement so you can extend the life of your savings, control your income, and make more of your money work for you — now and for future generations.

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Tax Planning

Smart tax planning can make a bigger difference than investment returns alone. We help you minimize unnecessary taxes in retirement so you can extend the life of your savings, control your income, and make more of your money work for you — now and for future generations.

Get started now
Tax planning 500

The Planning Process

Understand Your Tax Picture

We review how your income sources interact with today’s tax rules — from Social Security and RMDs to capital gains and Medicare surcharges.

 

 

Coordinate Withdrawals and Conversions

We help you decide when and how to draw from taxable, tax-deferred, and Roth accounts. We also explore Roth conversions, charitable giving strategies, and tax bracket management.

Create a Long-Term Tax Strategy

We design a forward-looking plan that reduces taxes not just this year, but over your lifetime — often saving you tens of thousands in the long run.

What sets us apart

Too many retirement plans ignore taxes until it’s too late. We take a proactive approach, helping you avoid costly mistakes and optimize your income year by year.

We collaborate with your CPA or connect you with trusted professionals to make sure every part of your strategy works together — from portfolio management to Social Security and estate planning.

Smart tax planning is one of the most powerful ways to extend the life of your retirement income.

Let’s Create Your Tax-Smart Retirement Plan

You’ve saved intentionally. Now let’s help you keep more of it. We’ll build a plan that gives you greater control over your income, your taxes, and your future.

Schedule your tax strategy session

Planning Toolkit

Complimentary tools to help you take the next step toward a confident retirement.

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Replace My Paycheck

Turn your savings into a reliable stream of retirement income.
Know exactly how you’ll pay yourself, even after you stop working.

 
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SmartShield Analyzer

Take a closer look at how much of your portfolio may be exposed to major market swings. This tool helps you evaluate downside risk and explore safer growth options.

 
Try SmartShield