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
  • 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

SagePoint Financial nor its representatives offer tax advice. These matters should be discussed with your tax advisor.

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