Family Wealth Group will work with you to help plan and manage your retirement income and anticipated withdrawals in a way that minimizes taxes:
- Use Roth accounts strategically.
- Coordinate between taxable, tax-deferred, and tax-free accounts.
- Roth Conversions: Consider converting traditional IRA funds to Roth at low tax brackets.
- Tax Loss Harvesting:Offset gains by selling losers in taxable accounts.
- Qualified Charitable Distributions (QCDs): Donate directly from IRAs after age 70½ to meet RMDs tax-free.
We also work closely with Certified Public Accountants to ensure we are on top of the ever-changing tax laws and regulations.
Ready To Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend an educational presentation.
give us a call at 859.309.0349
