Taxes – What are some of the best strategies for reducing taxes on your retirement savings and investments?
Retirement Income – How much can you increase your take-home money by simply reducing your tax liability?
Global Events – How will political and economic events likely shape future tax rates?
Tax Strategy – What factors should you consider when developing your financial plan to help reduce your tax exposure?
Legacy Planning – Can you transfer assets to your family, friends, or charity without losing a huge portion to taxes?
Retirement Accounts – Could your IRAs, 401(k)s, and other investments be setting you up for a huge tax bill?
Social Security Benefits – How can you maximize your benefits, minimize taxes, and protect your spouse?
Tax Advice – Why is it critical for your CPA or tax advisor to work closely with your financial advisor?