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Tax Planning

Tax planning is a year-round concern and can often be overlooked when it comes to major life events.  Tax planning is a big part of retirement planning. Deciding whether to invest in a tax-deferred traditional IRA or after tax Roth IRA is guided by estimates of the tax bracket that a retiree will inhabit after leaving the workforce. In addition to preparing for retirement and death, we also help with major life events such as marriage, parenthood, and divorce. We consider the consequences of contributions to health savings accounts, 529 education plans, charitable giving and more.

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