We execute tax efficient strategies to help our clients minimize taxes realizing that a lifetime plan is more effective than year over year analysis.
These are questions we have found that most people are unable to answer until they begin working with our firm:
- Do you have a plan for creating income in retirement?
- Have you planned for the minimization of taxes during retirement?
- Do you understand the cost of creating income in retirement?
- How would a different liquidation order affect your retirement?
- What is your current advisor’s age, and what is their succession plan?