Marrying Tax & Investment Planning
Few things can have as significant an impact on your ability to retire well as taxes. Far too often, investment managers and tax advisors do not work hand in hand, creating unintended tax consequences and larger than needed tax liabilities.
BFG Tax Service understands the impact taxes can have on your retirement, and is well-versed in the minimization of taxes on retiree investments and income. Our on-staff CPA specializes in proactive tax planning and tax preparation for our clients.
Proactive tax planning may be able to minimize your retirement tax liability by considering the following aspects of your financial life:
- Taxability of Social Security Benefits
- Roth Conversions
- Net Unrealized Appreciation (NUA)
- Sequence of Distributions
- Appropriate deductions
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