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Deliberately Forward Thinking

Tax Planning

Without careful planning, it's possible you’ll have a higher tax bill in retirement than as a working professional. This is especially true for business executives with significant equity compensation and / or deferred compensation.

Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:

  • Annual Tax Return Analysis (see example)
  • Determining whether your 401-k deferrals are more tax efficient as traditional / Roth or some combination of both
  • Exploring opportunities for annual partial Roth IRA conversions
  • Coordination & Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, etc.)
  • Ensuring tax efficient asset location (the right asset class in the right type of account)
  • Charitable Giving Strategies

We stay current with the ever-changing tax laws to make sure you are taking advantage of every opportunity.

Schedule a 15-minute Introductory Call to learn more about reducing your tax bill.