Proactive Tax Planning

Most of our lives our focus is simply on making a good living. There are things you can do to try to reduce taxes like contributing to a 401k or making charitable contributions, but what we really want is good income. But interestingly, as we transition into retirement, it is entirely different. Your income is totally different. With most of our clients, they’ll have income from a number of different sources like pensions, social security, and investments. So now, you actually have much more control on how you want to pay your taxes.