A defensive tax strategy could save you a SIGNIFICANTLY in retirement. If are unsure what your tax strategy looks like, we highly recommend you take advantage of our FREE, Retirement Tax Analysis. This free tax analysis, along with an income analysis, social security analysis, income analysis, fee analysis, risk analysis, and portfolio stress test is all included in our FREE Financial Plan Checkup. SCHEDULE A CALL TODAY TO GET YOUR FREE FINANCIAL PLAN CHECKUP!
Also, download our FREE ULTIMATE RETIREMENT PLANNING CHECKLIST to see which areas you need to cover to have a comprehensive retirement plan.
Patrick Min, CPA acting in the capacity of CPA for Beacon Tax, and is not affiliated with Beacon Capital Management, LLC.