B.O.S.S. Retirement Tax Analysis™

We do tax planning vs. tax preparation, which helps save thousands — if not hundreds of thousands — of dollars in retirement.

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Do you understand how to avoid taxing retirement situations?

Many people start thinking about taxes around March or early April each year as the income filing deadline approaches. But for individuals who are in or approaching retirement, the time to think about taxes is now.

A tax-efficient strategy that accounts for how you will pay taxes on your retirement income is essential and helps ensure that you:

• Know how and when your income sources will be taxed
• Have a plan for withdrawing money from IRAs, 401(k)s, pensions and other tax-deferred accounts
• Have savings in different tax buckets (pre-tax vs. after-tax)
• Understand how to navigate required minimum distributions

Start tackling taxes today.

Set up an appointment to discuss tax-efficient retirement strategies.

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Or give us a call at 800.637.1031.