Michael R. Scotch

Tax Planning for Your Retirement

Perhaps the most impactful piece of retirement planning is determining our client’s current and future tax liability and developing strategies to minimize the amount of taxes they pay in retirement. Tax planning can have a large impact on the amount of wealth they will be able to transfer to their legacy.


Working in concert with our client’s personal tax professional or our partnership with local CPA firms, we can provide tax reduction strategies. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.


Tax Planning Services We Offer:

  • Roth conversion analysis
  • Year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports


We strive to implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain a client’s current standard of living throughout retirement.



I Need to Plan Out My Taxes for Retirement

Maximize Your Social Security

Ever feel that even though you have worked hard all your life, you still worry that you will not be able to live the good life when you retire?

Estate Settlement Services

Proper legacy planning helps ensure that your wishes will be respected and your loved ones taken care of.

Work with our team on your retirement planning


Gregg J. MacInnis


972-475-2461 | 3705 Lakeview Parkway Suites 203 & 205 | Rowlett, TX 75088


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