Retirement Tax Planning
Preparing for Your Financial Future
It is important for us to be conscious stewards of our personal financial wealth, so that we create and maintain financial freedom. In the retirement planning process, I have been made aware of how important it is to ask a lot of questions. Some of my favorite questions are:
- How could you be doing better financially?
- Are you utilizing every tax credit possible?
- Could you retain more assets by paying tax now, or would it be better to defer the tax?
- Why are you using this approach—have you thought of doing something else?
I have found these to be very powerful, money-saving, and anxiety-reducing questions. When we meet to discuss strategies for securing your financial future, I put my expertise at long-term planning to work for you.