Taxes and retirement go hand in hand, and having a clear understanding of how your retirement assets will be taxed plays a crucial role in your overall financial plan.
Proactive tax planning can help structure your retirement income and investments to take advantage of current tax laws, while avoiding costly pitfalls. Thanks to low inflation, 2017 tax bracket adjustments aren’t dramatic, but they have changed.
Click here to download the 2017 Tax Planning chart.
To discuss recent tax changes and possible strategies to reduce your annual tax liabilities, please call us at 703-466-0477 and schedule a time for a visit.
Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.
The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.