Service: Taxes
Minimize Taxes at Retirement
High income taxes can have a negative impact on your cash flow at retirement. Lower taxes at retirement can mean more cash flow for spending, saving or giving away, a reduced draw on your assets, more peace of mind during retirement, and most important a stronger financial outlook. We work in conjunction with your CPA to help you plan and implement strategies designed to reduce your taxes and increase your income at retirement.
This includes:
- Assessing the taxable nature of your current holdings
- Integrating IRA planning
- Assessing strategies to include tax-free or tax-deferred dollars in your plan
- Identifying which tax categories to draw income from first to potentially reduce the tax burden
- Identifying ways to leverage your qualified money to leave tax-free dollars to your beneficiaries
Getting Organized
We partner with eMoney, an online account aggregation, planning and communication tool, to give you a real-time snapshot of your total net worth. Imagine the power behind pulling together all of your accounts, private investments and personal assets into one, easy-to-understand platform. Better information drives better long-term financial decisions.
Resources
Counteracting Capital Gains with Tax-Loss Harvesting

How to Appeal Your Property Taxes

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mluke@revivalwealth.com | 704-644-3540