Retirement Tax Planning

Perhaps the most impactful piece of Retirement Planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Retirement Tax Planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.

Retirement Strategies and Solutions has a strategic alliance with Stovall & Associates, Ltd.; utilizing their team of CPAs to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs and goals. Proactive tax planning and Tax Planning in Retirement allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Throughout the year, Stovall & Associates, Ltd. will monitor tax law changes that could affect our clients, while offering Retirement Tax Planning Advice and recommending tax savings strategies in addition to serving as your advocate in tax matters. Our clients’ tax returns are prepared to take advantage of all the deductions, credits and exclusions allowed to minimize your tax burden.
Based on this strategic alliance, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

Tax Planning services:

  • CPA prepared Roth Conversion Analysis
  • CPA prepared 2nd opinion prior year individual and business tax return reviews
  • CPA prepared year-end tax filing services
  • 1040 tax optimization reports
  • Personalized Tax Reduction Reports

Retirement Strategies and Solutions does not offer tax planning services, but has a strategic alliance with Stovall & Associates, Ltd., to provide account and tax services.

As a Plano and Grapevine based Retirement Planning Company, Retirement Strategies and Solutions consults with families and businesses across the Dallas – Fort Worth Metroplex and throughout Texas to implement innovative financial strategies, solutions and strategic planning that results in financial clarity, security and overall financial health. Our book Retire The Right Way with the Dynamic Duo is a great tool for understanding some of the best financial and Retirement Planning options available. We are financial and Early Retirement Specialists offering Retirement Planning Solutions, including Social Security MaximizationLegacy Planning and Retirement Tax Planning strategies.