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Elevating Financial Health

Tax Analysis

Taxes are an integral component of good financial planning, but too often taxes fly under the radar of financial planners and their clients. Our team considers the tax consequences of your financial decisions and ensures your financial plan is developed with tax efficiency as an emphasized outcome.

We work with you to identify ways to reduce your tax liability and avoid tax charges that can undermine your financial health, including in retirement. Central to our work in this area is selecting investments and retirement vehicles that are a good fit for your tax profile, while forever keeping an eye on helping you to maximize your savings for retirement.

Our Protection Services Include:

  • Retirement plans, such as IRAs and 401(k) plans, including retirement plan distributions and Roth IRA conversions.
  • Your filing status
  • Gift and estate planning opportunities
  • Income sources
  • Income deferral opportunities
  • Social security income
  • Interest and dividend income
  • Beneficiaries
  • Business income
  • Trusts
  • Medical expenses
  • Investment fees

*Osaic Wealth, Inc. does not offer tax or legal advice

Ready to Enhance Your Financial Strategy?

Schedule Your Tax Analysis Today.


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