Taxes may be a fact of life, but you needn’t pay more than you have to. Paying close attention to your investments’ tax treatment, Merra Lee’s team will strive to help you keep more of your hard-earned money working for you while seeking to reduce your tax burden whenever possible.
Tax-advantaged saving, investing and distribution strategies can have a significant impact on what you can pay yourself in retirement. In tax planning strategies, we answer the following questions:
✓Is there anything else I can do to reduce my income taxes that I’m not doing now? ✓If I save taxes this year am I going to pay more when I’m retired? ✓How can I have liquid assets and still save for retirement? ✓How can I avoid early withdrawal penalties?
Sadly, taxes now or taxes later may be factor into the choices we’ll need to make. But wouldn’t you feel better knowing what your choices are? Together we’ll integrate the suitable tax advantaged investing into your complete financial plan.
LPL Financial and Good Life Financial Group do not provide tax or legal advice. Consult a tax or legal professional for advice on these matters.