Financial Tax Planning Tucson AZ

It is not surprising that a big part of providing investment advice revolves around tax issues. Whether you are in the initial phase of setting up financial goals, in the middle of accumulating and growing assets, retired and in need of income solutions, or thinking about legacy and estate options we have the experience to help you balance your objectives while remaining aware of tax concerns. As we all know, tax laws change frequently so monitoring and revising your plan is essential to keeping you on track. This site is not intended as tax advice. Your unique tax situation should be discussed with your tax professional as well.

Tax planning tips for:

  • Saving for retirement

    The options for saving for retirement are numerous and can be complex. There are employer-sponsored plans as well as individual options and there are pre-tax and after-tax strategies. It has been shown that individuals that partner with an advisor have greater success and confidence in their portfolios. Read More..

  • Taking distributions

    Deciding how and when to take distributions from your hard-earned retirement funds can have serious implications to your financial health. Coordinating your distributions with a spouse’s and with social security benefits can have important tax ramifications. An advisor can help you design a strategy that is suitable to your current needs but flexible regarding the inevitable changes that occur in life. Read More..

  • Types of accounts and their tax benefits

    Savings and investment accounts can be registered in a number of ways – ranging from individual to joint tenancy, community property, or trust. There are qualified, retirement accounts versus non-qualified, taxable registrations. You must also consider income tax, capital gains tax and inheritance tax issues when setting up savings/investment accounts. By defining your goals and objectives with an advisor an appropriate investment plan can be designed and monitored. Read More..

  • Capital gain and losses

    A capital gain is the profit you realize when you sell an asset for more than you paid for it; when you sell an asset for less than you paid for it the result is a capital loss. At tax time you can offset gains with losses. Developing a buy-sell strategy with an advisor regarding your assets and investments can be crucial to your end result. Read More..

  • Year-end planning issues

    Many tax planning issues are subject to the annual whim of Washington – such as will the tax-free RMD distribution to a charitable organization be renewed this year. Taking advantage of tax credits and other annual benefits involves some tax planning for most taxpayers. Consulting with your tax professional on a regular basis, not just at tax time, can help you stay on top of the latest regulations.

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