Tax Planning

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Is Uncle Sam destined to be an ever increasing partner with you in retirement? Longevity challenges, market risk, and inflation are not the only headwinds Americans face today.

The reality is, most pre-retirees and retirees have most of their savings in tax-deferred accounts ( traditional IRA, 401k, 403(b) etc) that will be taxed at ordinary income tax rates upon distribution. Higher future tax rates can erode wealth in a big way. By scheduling appropriate contributions and distributions from tax-favored retirement plans we can help you minimize the tax impact of your financial decisions.

Tax Planning
Tax Planning

Plan Smart. Live Better.

First Step

Discovery Meeting

During this meeting we learn more about your unique situation and goals. We’ll talk about what you like about your current financial path and areas you would like more confidence and clarity in. (Virtual or in office meeting, approx. 45-60 min)

Second Step

Current Plan Analysis

Together, we will review the results of your current retirement path so you have a solid understanding where you are and what you need to do to pursue your desired outcomes. (Virtual or in office meeting, approx. 60-90 min)

Third Step

Personalized Action Plan

Here is the exciting part. We will deliver and review your personalized action plan that includes a step by step roadmap. We are with you every step of the way to ensure your action plan is properly implemented.

Fourth Step

All together Now

You will now have access to some of the best financial technology available. By using Blueleaf, our account aggregation partner, you will be able to securely sync all of your household accounts in one spot. This also syncs account values to your financial planning software so there is constant monitoring of your plan.

Fifth Step

Review & Update

Holistic planning is not a set it and forget it approach. Within the first few months of implementing your action plan, we will meet to review and answer any questions you have, and make changes as necessary.

Get started with Patriot Wealth today.

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