Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy. We will help ensure that your retirement plan is tailored to utilize both tax advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come.
Working in concert with your personal tax professional or our partnership with our CPA firm, we can provide tax reduction strategies. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Tax Planning Services
- Roth Conversion Analysis
- Year-end tax filing services
- 1040 tax optimization reports
- Personalized tax reduction reports
We strive to implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.
Outlook Financial Center, LLC and Wellness Investment Advisers LLC do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with our CPA firm to provide tax services.