Tax Planning

A big part of planning for retirement is understanding how much you are paying in taxes now and how much you will pay in retirement. By asking the right questions and adapting your approach, you can change the size of your legacy to future generations.

Our team will work with your personal tax professional to review strategies for reducing your tax burden and will provide:

Straightforward advice
Tailored recommendations
Tax-efficient investing strategies
Guidance designed to grow and protect your wealth

We do not prepare your tax return, we make sure your tax return matches your tax strategy.

Mike Walenz, CPA (Inactive) and Tami Heinrichs, CPA, work with our wealth planning team and have a combined 50 years of experience. Please call to schedule an appointment 402.461.3000.

Services for Individuals	Services for Businesses
+ Social Security strategies	+ Using retirement plans to assist in transitions
+ Roth conversions	+ Deferred compensation strategies
+ Maximize saving strategy to tax rates	+ Maximizing tax benefits of retirement vehicles
+ Medicare premium planning	+ Plan designs with tax implications
+ Legacy planning

Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Oakeson Steiner, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Tax Planning

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