We’ll work with you to develop a tax minimization strategy.
Determining your current and future tax liability and developing a strategy that minimizes how much you pay during retirement is one part of building a retirement strategy. Taxes can impact your legacy and the assets you’ll be able to transfer to your heirs and beneficiaries. We recommend taking steps to help ensure that you’re taking advantage of any possible tax minimization strategies to help maintain the retirement you’ve worked hard to build.
Utilizing the skills of qualified tax professionals can be important to your finances. Such a team can help monitor tax law changes specific to your retirement strategy and provide different tax minimization strategy options. Our affiliated company Breckenridge Tax & Financial Services can help with these strategies or work with your trusted tax advisor.