Proactive Tax Planning
When it comes to taxes, no one likes to pay more than they must. However, most Americans go through the same process every year… and end up missing out.
Broken. Outdated. Inefficient.
The REACTIVE Approach
Most Americans focus simply on paying their taxes; In other words, collect their tax forms, file with their CPA or enter the data into a tax filing software, and wait to find out what they will owe that year. This is a REACTIVE approach to tax planning and could be causing you to pay more than you should.
Strategic. Effective. Logical.
The PROACTIVE Approach
As proactive tax planners, this reactive tax planning process is antiquated and inefficient. At Advanced Retirement Strategies, our team works with all our clients to ensure we are taking the necessary steps to either reduce future tax liabilities or maximize tax brackets BEFORE they file their taxes.
This foresight and preemptive planning allows for exponentially more tax savings than would any amount of scrambling with different forms come tax time.
Areas of Expertise
- Charitable Giving
- Tax-loss Harvesting
- Roth Conversions
- Tax-preferred Accounts
- Tax-deferred Accounts
Increased returns. Lower taxes.
Lower Your Taxes Today
Whether you’re currently retired, or are planning to retire within the next few years, our network, technology, and experience is likely to not only relieve your tax burden, but also increase your yearly returns while decreasing your risk.
If you’re interested in knowing whether we’d be able to alleviate your tax burden, we would invite you take advantage of both our cutting-edge technology as well as the trained eye of a seasoned professional by clicking the button below and scheduling a free tax-audit (a limited time offer).
Request your free portfolio analysis today.
Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.
