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Tax Strategies

As we know, people are living longer. Over the past couple of decades, our life expectancies have increase 4 - 6 years depending on which studies you read. Living longer is better, however it can create challenges when planning for retirement and the need for sustainable income. In retirement, typically your largest expense is taxes, both income and capital gains. Taxes have a negative impact on income, savings and growth of assets. With proper guidance and the use of time-tested tax strategies, you can mitigate the effects of taxation while in retirement.

With an ever-evolving tax code, it is critical to understand today’s landscape and the future of taxation. There are many people today who will experience significant capital gains and/or income tax due to the sale of a highly appreciated asset, home or business. Our advisors work diligently to optimize the tax efficiency of your assets as well as your income.


The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.


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