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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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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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

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