Tax Planning

Tax Planning

Tax planning is an essential component to a successful financial plan, especially in retirement. The tax code isn’t getting any simpler and we feel it is imperative to have discussions with your financial advisor regarding taxes resulting from your investments. The following are some tax planning discussions we regularly have with our clients:

  • Providing options to you for the most tax-efficient distribution plan
  • Tax-loss harvesting for your taxable accounts
  • Retirement/investment contribution recommendations based on unique tax situation
  • Income shifting strategies when applicable
  • Assisting in establishing beneficiary "stretch" IRAs designed with a goal of stretching tax advantages to your heirs
  • Staying up-to-date on and presenting new tax laws that can affect your situation
  • Strategies on unique questions such as charity donations, industry-specific tax credits

LPL Financial and Veater Financial Group do not offer specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, ME, MO, MT, NC, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

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