By asking the right questions and adapting your approach, you can change the size of your legacy to future generations.
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With a little bit of planning, you can save yourself potentially thousands of dollars in taxes.
A very simple way to decrease your taxes is to delay getting Social Security for as long as you can.
Put your investments into specific accounts so you pay the least in taxes. Typically, there are three types of accounts.
Convert traditional IRA or 401(k) money to Roth money before the RMD age and lower your tax bill during your RMD years.
You can give part or all of your RMD, limited to $100,000 per year, to charity and fulfill your RMD requirement without paying income taxes on the distribution.
Our team will work with your personal tax professional to review strategies for reducing your tax burden and will provide: