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:
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
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Gregg J. MacInnis
972-475-2461 | 3705 Lakeview Parkway Suites 203 & 205 | Rowlett, TX 75088
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