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Tax Planning Coordination

You can affect your tax bills in retirement. Start working towards controlling the amount of taxes you’ll pay in retirement by enlisting the help of a financial professional and tax advisor to determine a tax-efficient retirement income withdrawal strategy that relies on a balance of both tax-deferred and tax-free retirement vehicles.

Tax planning can be a key element to one's overall financial plan, not only in reducing taxes but also in helping you achieve your overall financial goals. Strategy Financial Group is available to coordinate on your behalf to ensure that your strategic tax planning goals are fully met.

 

Strategy Financial Group does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation. Not all strategies will be suitable or appropriate for all clients and may include insurance products with separate fees/commissions.

Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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