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Tax Planning

Without paying careful attention to taxes, your wealth could be unnecessarily eroded now and into retirement.

This is achieved through:

  • Annual Tax Return Reviews - Sample
  • Roth Conversion Strategies
  • Social Security and other income stream Timing
  • Strategies to reduce your Required Minimum Distributions (RMDs)
  • Medicare Premium Reduction
  • Tax Loss Harvesting
  • Charitable Gifting Strategies

A financial planner Charlotte residents trust can help you create personalized strategies to minimize taxes and preserve your wealth. Set up a brief introductory conversation.