We know that for most American individuals and families, minimizing your tax burden is a top priority in your financial planning and wealth management strategies. Indeed, when it comes to retirement and the strategies you implement just before retiring, tax planning can become even more complex than it was during your earning years.
Whether you’re still earning, approaching those golden years, or are already retired, there are things you can do to help lower your taxes. We’ve written a lot about the subject, so please browse our list of relevant blog articles below to learn more about what you can do.
- A Simple Tax Avoidance Strategy for Parents
- A Stealth Roth IRA for Retirees
- The Beauty of the Inherited IRA
- Please Don’t Borrow From Your TSP or Any Other Retirement Account
If you’re ready to receive custom tax advice about your specific situation, it may be time to give us a call.