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: