We’ll Work With You To Develop A Tax Minimization Strategy.
Determining your current and future tax liability and developing a strategy that minimizes how much you pay during retirement is one part of building a retirement strategy. Taxes can impact on your legacy and the assets you’ll be able to transfer to your heirs and beneficiaries. We recommend taking steps to help ensure that you’re taking advantage of any possible tax minimization strategies to help maintain the retirement you’ve worked hard to build. This might be hard to believe, but many hard-working Americans just like you could be paying even more taxes than they need to in retirement. You may be taxed on your IRA, 401k, and any other tax-deferred retirement accounts. With the threat of massive tax increases just around the corner, your nest egg could be in trouble—unless you take advantage of defensive tax-saving strategies now. Schedule a Tax reduction analysis within your Retirement Navigator report today.