Tax Planning is the final step in 

coordinating all planning issues.

We can help you plan ahead to

control what figures to be your

largest retirement expense and avoid a costly future misstep. We can coordinate with your tax professional to help you develop a plan to:

  • Control your tax bracket

  • Minimize or even avoid taxes on your social security benefit, if possible

  • Create sources of tax-free income 

  • Handle your IRA distributions efficiently

  • Create "Stretch" IRAs for non-spousal heirs (inherited IRAs), if desired

  • Determine if converting an IRA to a Roth IRA is advisable 

  • Minimize potential estate taxes

  • Set up a 529 college funding plan with tax-free gifting

  • Maximize charitable contributions, if applicable

  • Control taxation of capital gains within a trust

 

 

Download 2015 Tax Guide:  

Tax Planning

Contact Us

         FOR A FREE CONSULTATION

 

Ringgold & Associates

1415 Panther Ln #308

Naples, FL 34105

239-591-6797

 

​​

EMAIL

DRinggold@BrookstoneAdvisor.com 

Certified Financial Planner Naples & Ft Myers

 

 

© 2014 - 2016  Ringgold & Associates

 

1415 Panther Ln #308, Naples, FL 34105 | p: 239-591-6797 f: 239-591-6799 | dringgold@brookstoneadvisor.com

 

Richard Ringgold is an Investment Advisor Representative (IAR) with Brookstone Capital management, LLC, a Registered Investment Advisor (RIA) regulated by the Securities & Exchange Commission (SEC).  Ringgold & Associates is not associated with Brookstone Capital Management, LLC.  Past Performance of securities is not an indicator of Future Success.  Ringgold & Associates are not affiliated with or endorsed by the Social Security Administration or any government agency. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional

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Certified Financial Planner Naples & Ft. Myers

Tactical Investments, Fixed Indexed Annuities, Life Insurance & LTC, IRA & 401(k)

Retirement Income, Estate Planning & Taxes, Social Security & Medicare

Contact Us

       FOR A FREE CONSULTATION

  • Morningstar Portfolio Risk Analysis

  • Social Security Optimization

  • Lifetime Income Planning

  • DROP & FRS Rollovers

Ringgold & Associates

1415 Panther Ln 

Naples, FL 34109

 

239-281-9561 (M)

​​CLICK TO EMAIL

DRinggold@BrookstoneAdvisor.com