CALL US TODAY! (225) 791-7011

CALL US TODAY! (225) 791-7011

Tax Minimization Strategies

Minimize Taxes in Retirement


What are you doing right now to protect your assets?

Rising taxes may be a concern for many individuals approaching retirement. It could be important to incorporate tax planning into your financial decisions.

There are 82,000 pages in the IRS tax code. Unless you’re a professional, you probably haven’t combed through each and every one. We tend to think of it like a user’s manual everyone has, but no one reads.

Furthermore, you can go ahead and read that manual, but you don’t always know what to do with the information. You can recognize the check engine light, but once you pop the hood, do you know what screws need to be tightened or what valves need to be replaced?

Well, we do.

Shepherd Wealth Solutions knows how to create tax-efficient retirement income. Let us educate you on how to minimize your taxes in retirement.

Micro and Macro Strategies

When taking taxes into account, we look at the micro and the macro strategies: how your money works in both the short- and long-term. Do you need to save money this year, or do we need to save that money over your lifetime? And how would taxes impact your ability to do either one?

How you invest your money today determines how it will be taxed tomorrow. Be informed – don’t pay the most in taxes when you can least afford it.

Have real life questions? Get real life solutions.

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