Tax Planning

Taxes are something most everyone must deal with.  As a retiree, taxes can have as significant an impact on your ability to retire well. Because investment advisors and tax advisors don’t often work in concert, unintended tax consequences, and very large tax liabilities are often the resulting outcome.

At Bane O’Leary LLC we understand the impact taxes can have on your retirement.  Working with tax professionals we are well-versed in the techniques of minimizing taxes on income and investments.  Our proactive approach to tax planning addresses:

• Taxability of Social Security Benefits
• Roth Conversions
• Net Unrealized Appreciation (NUA)
• Sequence of Distributions
• Appropriate deductions

Having a tax-efficient retirement income strategy could be the single, most important thing you can do to maximize your income in retirement. Working with your tax professional or utilizing our CPA, we will help you develop a personalized tax strategy. Additionally, our CPA can prepare your annual income tax return to ensure you are tax compliant.

Ask us about our Complimentary Tax Map and Detailed Risk Management Analysis.  Just fill out the form on the right and a representative will contact you.

Advisory services offered through Bane O'Leary LLC, a Registered Investment Advisor in the States of Minnesota,Arizona, and Colorado

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