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Tax Planning

Tax planning should be analyzed, reviewed and discussed more than once a year. It is very possible to unknowingly put your self in a higher tax bracket. Or retire in the same tax bracket.


The planning goal is to help keep taxes lower today and in the future. This will be accomplished through:

□ Annual Roth contributions/conversions

□ Maximizing salary deferral/reductions 

□ Coordination & timing of income streams

□ Asset allocation

□ Charitable giving strategies