Applying tax-efficient strategies to help you keep more of what you’ve earned

Applying tax-efficient strategies to help you keep more of what you’ve earned

This conversation alone is worth a visit to see how you can have better control of your tax future and enjoy A Safer Retirement™.

This conversation alone is worth a visit to see how you can have better control of your tax future and enjoy 

Safer Retirement™.

TAXES ARE NOT JUST AN APRIL CONCERN

Taxes are a key component of your overall financial plan. We can help you with a forward-looking view of each year’s tax considerations by helping you understand the tax implications of your routine financial choices, as well as those that come into play when you’re making major life decisions.

TAXES ARE NOT JUST AN APRIL CONCERN

Taxes are a key component of your overall financial plan. We can help you with a forward-looking view of each year’s tax considerations by helping you understand the tax implications of your routine financial choices, as well as those that come into play when you’re making major life decisions.

Two things are unavoidable… Death and Taxes. If we take care of our health, we may be able to delay death with a longer, healthier life. If we plan to minimize our taxes strategically, we may be able to save you many thousands per years in taxes throughout retirement.

When you think of taxes, you may be thinking of the tax consequences during the most recent year and what can be done about them. You then host your yearly meeting with your CPAs, dot the “I’s” and cross the “T’s” to make sure you are square with the IRS, and continue on with your life. At Decker Retirement Planning, we implement tax minimization strategies you can benefit this year, next year, in five years, and for the many years to come after. Just like you wouldn’t plan your income one year at a time, you should not plan your tax consequences year by year. There is a better way.

If tax rates are relatively low, historically speaking, and government debt is at historically high levels, what do you think will happen with taxes? Doesn’t it make sense to be more proactive of your potential tax burdens in future years, especially when it seems like rates could go up?

At Decker Retirement Planning, we incorporate detailed tax minimization strategies that can save six to seven figures throughout retirement. From IRA to Roth conversions, RMD analysis, proprietary tax burden minimization strategies, and more, we have been able to help show individuals their tax rights and options, help pay significantly less in taxes, and help avoid the many tax traps retirees face.

This conversation alone is worth a visit to see how you can have better control of your tax future and enjoy A Safer Retirement™.

THE VALUE OF MEETING WITH A WEALTH PLANNER

We’re uniquely focused on modeling both the risk and return potential of each piece of your financial plan — we know this takes more than a presumptive, one-size-fits-all approach. We start by evaluating your entire picture, looking for opportunities to adjust and rebalance based on your goals.

Two things are unavoidable… Death and Taxes. If we take care of our health, we may be able to delay death with a longer, healthier life. If we plan to minimize our taxes strategically, we may be able to save you many thousands per years in taxes throughout retirement.

When you think of taxes, you may be thinking of the tax consequences during the most recent year and what can be done about them. You then host your yearly meeting with your CPAs, dot the “I’s” and cross the “T’s” to make sure you are square with the IRS, and continue on with your life. At Decker Retirement Planning, we implement tax minimization strategies you can benefit this year, next year, in five years, and for the many years to come after. Just like you wouldn’t plan your income one year at a time, you should not plan your tax consequences year by year. There is a better way.

If tax rates are relatively low, historically speaking, and government debt is at historically high levels, what do you think will happen with taxes? Doesn’t it make sense to be more proactive of your potential tax burdens in future years, especially when it seems like rates could go up?

At Decker Retirement Planning, we incorporate detailed tax minimization strategies that can save six to seven figures throughout retirement. From IRA to Roth conversions, RMD analysis, proprietary tax burden minimization strategies, and more, we have been able to help show individuals their tax rights and options, help pay significantly less in taxes, and help avoid the many tax traps retirees face.

This conversation alone is worth a visit to see how you can have better control of your tax future and enjoy A Safer Retirement™.

THE VALUE OF MEETING WITH A WEALTH PLANNER

We’re uniquely focused on modeling both the risk and return potential of each piece of your financial plan — we know this takes more than a presumptive, one-size-fits-all approach. We start by evaluating your entire picture, looking for opportunities to adjust and rebalance based on your goals.

THIS IS WHAT GUIDES US

  1. Forward-looking tax planning strategies tailored to your financial plan
  2. A collaborative approach that taps Certified Public Accountants (CPA’s), Attorneys and experts for your tax needs
  3. An experienced perspective that taxes shouldn’t drive decisions but should be a consideration
  4. A core belief that everyone deserves to move their financial life forward
  5. Independent, fiduciary investment advice that always puts your best interests first
  6. Wealth management that seeks to balance maximizing returns, structuring for tax-efficiency and mitigating risk

THIS IS WHAT GUIDES US

  1. Forward-looking tax planning strategies tailored to your financial plan
  2. A collaborative approach that taps Certified Public Accountants (CPA’s), Attorneys and experts for your tax needs
  3. An experienced perspective that taxes shouldn’t drive decisions but should be a consideration
  4. A core belief that everyone deserves to move their financial life forward
  5. Independent, fiduciary investment advice that always puts your best interests first
  6. Wealth management that seeks to balance maximizing returns, structuring for tax-efficiency and mitigating risk

AN ORCHESTRATED TEAM CAN PROVIDE THE EXPERTISE FOR YOU

Your financial planner has detailed knowledge of your wealth plan. They’re also supported by tax planning experts who can provide you and your planner with strategic guidance to help ensure your plan is tax optimized.

AN ORCHESTRATED TEAM CAN PROVIDE THE EXPERTISE FOR YOU

Your financial planner has detailed knowledge of your wealth plan. They’re also supported by tax planning experts who can provide you and your planner with strategic guidance to help ensure your plan is tax optimized.