Did you know a majority of your Social Security can be taxed?
The good news is that, as a senior, you now have the advantage of being able to control how much taxable income you have each year. Through forward tax planning, we can help you plan your retirement and help you choose the strategies and vehicles for getting the most out of your retirement portfolio. Our goal is to help you maximize your retirement while minimizing your taxation; imagine if the next time you had a business loss you were able to convert that into tax-free retirement savings.