Tax Planning and Preparation
Planning for Taxes in Retirement
At Wolf Retirement Navigation, we completely understand that no one wants to worry about taxes. Together, we can develop a tax strategy that works for your financial situation. Wolf Tax is our sister tax preparation company. Many of our retirement planning clients take advantage of our tax preparation services and enjoy the convenience of our one-stop shop office setup.
Tax Minimization
Your largest debt in retirement is probably not your mortgage or car payments, but your 401(k) and IRA accounts. Don’t think Uncle Sam isn’t patiently waiting for payment — on ALL of it. Financial advisors often tell their clients to wait until 73. Funny, that’s the same advice as Uncle Sam and the IRS. They’re hoping you aren’t paying attention so they can collect over double the taxes from your spouse and kids when you’re gone.
At Wolf Retirement Navigation, we will build a customized tax plan designed with the goal of assisting you in minimizing your IRA taxes by avoiding the Widow & Kiddo’s IRA tax penalties.
Let’s talk taxes and your retirement.
Schedule a complimentary consultation with Adam Wolf, CPA, CFP® (in-person meeting, virtual/online meeting, phone call).
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