We Help baby Boomers & retirees thrive in retirement
A Saving Tax Optimization Plan (S.T.O.P.) addresses the impact of unnecessary taxes in retirement.
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“Thank you all for all you have done and all you are doing to help with my future tax mitigation. My family, kids, and grandkids will appreciate it!!”
Doug C.
Building a Saving Tax Optimization Plan helps…
Prevent/Eliminate your IRAs from becoming an IOU to the IRS.
Reduce or eliminate Required Minimum Distributions (RMDs).
Remove Uncle Sam from Your Children’s Inheritance.
Request Your S.T.O.P. Analysis
Tax Accounting vs. Strategic Tax Planning
Tax Accounting focuses on organizing and reporting your finances for taxes owed in any given year. While it ensures accurate filing, it doesn’t explore strategies to lower taxes or enhance your overall financial plan.
Strategic Tax Planning is the proactive approach that not only moves you closer to achieving your goals but also uncovers gaps in your overall financial plan. Guided by a Wealth Architect, it helps reduce your tax burden, freeing up more money for saving or spending, and avoids costly mistakes in the long run.