TAX MINIMIZATION

“Anyone may arrange his affairs so that his taxes shall be as low as possible. He is not bound to choose the pattern which best pays the treasury…. Nobody owes any public duty to pay more than the law demands.” – Judge Learned Hand

Recognizing that no investor wants to have to pay a cent more in taxes than necessary, we can analyze how certain financial products may make sense for your financial planning in order to minimize your tax burden. Certain strategies offer tax deferral so that you only pay taxes when you actually take a withdrawal. Other products, such as life insurance, also offer the opportunity to utilize income-tax-free income when structured properly.

Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. We can help you develop and implement appropriate strategies to lessen or shift current and future tax liabilities to help you meet your long- and short-term objective.

Have Questions for Mike?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us.

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