Proactive Tax Strategy
Strategic Planning to Reduce the Tax Burden
Given the astronomical level of government debt, I think we can all agree that there is a high probability that tax brackets & rates are going to increase.
And if retirement will be funded by taking money out of IRAs or 401ks, then maintaining your lifestyle in retirement may be much more expensive from a tax perspective than planned.
At Soleil Capital Advisors, we develop a forward thinking tax-strategy designed to minimize the lifetime tax bill. One that balances the need to reduce current income taxes, with building the flexibility necessary to execute an optimized distribution strategy.
According to recent research, an optimized distribution strategy may have power to extend the longevity of your assets by up to 6 years.
To begin strategizing for the retirement you deserve, contact me today.
Get Started.
peter@swpconnect.com
(415) 728-5580