Do you have a plan to address taxes once you’ve entered retirement? While most people assume they’ll pay less in taxes once they’re no longer receiving a steady paycheck, the reality is your tax bracket is unlikely to change — and may even increase depending on your investment distributions. Having a plan is essential for ensuring taxes don’t take a bigger bite out of your retirement income than you can reasonably afford. That’s where we can help.
Our financial professionals specialize in the following advanced tax strategies:
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Tax-free leverage strategy
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831b
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Opportunity zones
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Delaware statutory trust
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Specialized entity structuring
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Credit risk transfer
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Cash balance plans for six-figure deductions
Rather Meet One-on-One?
Schedule a visit with our team to create your financial strategy today.