Tax Planning

Many retirees incur a far larger tax burden than necessary, which can result in reduced income each year. 

Ongoing proper planning, both before and during retirement, can reduce your tax liability each year, both now and after retirement.

What Spectrum Can Do For You

Spectrum Financial can assist you in planning your taxes now and in the future.

Our advisors will meet you regularly to plan and discuss tax issues as part of your overall financial situation and goals.

We will assist you to assure that required Minimum Distributions on qualified plans and IRAs are handled correctly and efficiently.  We also help to minimize future tax liability through the use of ROTH IRAs and other strategies.

Our goal is to ensure that all of your income, current and future, is generated in the most tax efficient manner available.

Contact Us To Learn More