Tax-Efficient Distribution Strategies

One of the old sayings in investing says, "It's not what you make, it's what you keep."  Taxes are high and going higher.  Let's explore strategies now to help you lower taxes during retirement, improve your tax savings, and increase the amount you will be able to leave to the people and organizations you care about.  Contributing to a Roth, 401(k) or a Traditional IRA will all have different tax implications for you down the road.  Gifting, charitable giving, early distributions, and your stock option plans can also have considerable effects on your taxes.  Are you approaching these with a strategy?


Let me help you analyze and optimize your tax strategy today, so you can enjoy more of the fruits of your labor tomorrow.