If you are like me you probably love our favorite Uncle too. He has provided me with so many great opportunities, but it seems like these days he is asking me for more and more. If you are not sure what uncle I am talking about, it is our Uncle Sam. We know we must pay him the required amount of taxes, but you don’t want to give him any more than what you must. It is not our fault, he has not properly managed his finances.
We want to help you pay as little taxes as are necessary. Why is it important to make sure you are not paying more in taxes than you are required? Keeping more of your money allows you to: save more for your retirement, you can help your family, you can give more to charity, or you could hire more employees to help grow your business.
How do I help you? I review your current plan to see where you are currently paying taxes. Are you a sole proprietor or do you have a corporation/ LLC? Are your investments growing in tax deferred vehicles or in taxable accounts? Do you give to charity and are currently taking RMDs? Are you eligible for an HSA?
These are just some of the basic questions to get you started. The goal is to try to make sure you are being tax efficient and not paying out more than you must.
But there is more to the planning that I do. The items above really look at just the taxes you are paying today. And while no one wants to pay more today than they must, they often don't understand how their current investments will affect them in retirement. By not having your assets located in the right buckets you could set yourself up for future tax traps. Do you understand how your future income will impact how much you pay for Medicare? What about RMD’s on your IRAs and 401(k)? While this may seem complicated, don’t worry I will do all the heavy lifting and when needed, I have additional partners I collaborate with to create your plan.
If you are ready to see if you can reduce your taxes click the button below. This will allow me to give you an idea of how much you might be able save and tell you what the next steps would be to achieve those savings.
I would like to schedule a Tax Review
If you would like to look for ways to reduce your taxes, click the link below.
Milestone Advisory Group, LLC
1720 Retriever Lane
Washington, IL 61571
Milestone Advisory Group, LLC a Registered Investment Advisor in the state of IL.
*Insurance products and services offered by John Antrobus as a sole proprietor.
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