News flash! Tax planning is complicated! Tax mistakes or oversights can cost more in retirement than you expect. Having a strategy for your withdrawals and stock sales is crucial. We’ll do a yearly review of tax considerations in all your accounts, and help you plan for required distributions and effects of capital gains. Should you open a Roth? Do a Roth conversion? Every circumstance is unique, and we take a detailed look at the best strategy for you.
Your tax situation may - or may not - change dramatically after you retire. We’ll help you and your CPA coordinate all your income sources, and help make the best determination for you.