Tax Planning Strategies

Planning for Taxes in Retirement

Many people in retirement wind up paying more in taxes than they could have if they had followed a simple plan. Belmont Capital excels in designing income tax plans so you can make sure you’re not paying more than you should. By keeping the taxes you owe to a minimum, you’ll have more funds in retirement to do what you really want to do. That’s the power of a tax planning strategy.

You’ve worked hard for your money. Shouldn’t you take every action to ensure that you protect it? Americans pay millions of extra dollars in taxes each year because they weren’t properly educated on their options. That’s why we offer a number of tailored income strategies in addition to tax-free income planning (Roth and Roth alternatives) and Social Security benefit planning and review.

Our firm believes you should pay no more in taxes than you have to. By keeping the taxes you owe to a minimum, you’ll have more funds in retirement to do what you really want to. That’s the power of a tax planning strategy.

We offer tax planning services, including:

• Designing a custom tax plan strategy just for you.
• Examining your pre-taxable retirement accounts.
• Income tax planning.
• Working to minimize your taxes as much as possible.