Tax Planning
Making the most of your income.
Your current tax implications affect your wealth building today, as well as the legacy you leave to your beneficiaries.
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It's understandable that nobody looks forward to paying taxes. Your current tax implications affect your wealth building today, as well as the legacy you leave to your beneficiaries. Being strategic with your tax planning is a crucial component for your retirement planning, estate, and accruing wealth.
Whether you’re just getting into the housing market, know the value of a great investment, or want to spend every day of your retirement on the green in Portugal, we’re here to usher you exactly in that direction.
Book the bucket list trip, knowing your bank account can handle it. Your finances are in great hands.
While paying some tax might be unavoidable, we work with you to ensure you’re not paying more than you need to be.
Being intentional about your taxes owed can mean taking the cruise you keep thinking about, upgrading your spouse’s engagement ring, or adding to your investments. Your tax bracket affects your current bottom line, as well as into your golden years, so partnering with a tax planning advisor can create an efficient approach
Having a tax strategy in place means using more of your money for what you actually want.
You’d rather enjoy your money as much as you can now, and endow your family and favored causes.
We’ll go through your portfolio and consider:
- Income deferral
- Maximizing tax shelters like your Roth IRA and 401(k)
- Income splitting
- Income spreading
- Maximizing tax deductions and credits
Put simply, income tax planning focuses on deferring, deducting, and dividing your money in order to lower your tax liabilities.
What’s important:
Anyone who pays taxes can benefit from tax planning services, but this becomes especially important as your income increases. Individuals with a higher net worth are subject to higher tax rates, without proper tax planning.
There are many options to lower your financial obligations, and our firm is happy to explore those with you. Regardless of your income, tax planning is beneficial immediately, and in years to come.
Vibrant Wealth Advisors LLC.
3133 W. Frye Rd., Suite 101Chandler, AZ 85226