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Tax Planning

Keeping More Of What You Make = Less To The IRS!

By anticipating your current and future tax brackets, the aim is to pay taxes when the rates are the lowest. The best timing for some moves may be years into the future, but each year could present opportunities that can easily be missed if tax planning is not a regular part of your strategy.

All we need to get started is a PDF of your most recent tax return!

Creating Your Unique Tax Projection

In this video, we share our process for developing a personalized income tax projection and why this is such an important piece of your overall financial plan and strategy.

Other Ways We Can Help

Sample Scenario

Serving our clients is our only priority. Here's a situation that may be similar to yours:

Susan is 60 years old and just retired. She will need to determine which account to start taking withdrawals from for her retirement income.  Susan also wants to minimize taxes and is looking for some guidance on when to start Social Security.

This situation is one of the most common ones we encounter.  Once an overall financial plan is developed, a Whitford advisor can deliver specific recommendations that take into account both her short-term income needs and her long-term investment and tax minimization goals.

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