Tax-Efficient Retirement Planning

Don't Tax Yourself!

Instead, hire an advisor who knows how to use the tax laws to maximize the benefits of your investments.

The advisors at Martin Tax and Financial Services are aware of a crucial financial truth: while your investment return is important, your after-tax return is even more important. In retirement, that may be the most important financial lesson of all.

Why tax-efficient planning matters.

If you are like most people, you will enter retirement with substantial savings - assets from your retirement plan at work, your investment portfolio, and money in the bank. The question is: what do you do with all of it? How do you convert these assets into an income stream?

It takes planning to retire comfortably. This is because of an inescapable truth: every financial decision you make carries a tax consequence. To retire comfortably, you have to plan to make the financial moves that will help maximize the benefits from your investments and minimize the taxes. We can show you how. Moreover, we can tell you what you are not doing that you should consider doing.

It's like having a financial coach. You make the decisions, you are always in control - we simply share our input and explain why some decisions may be better than others given your particular financial situation. This collaboration may open up new possibilities for tax savings and wealth protection.

Contact us to request more information about the ways we plan to make retirement less taxing.