Tax Strategies
Understanding tax strategies and managing your tax bill should be part of any sound financial planning approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to mitigate the impact of taxes on your financial efforts.
MarsJewett will help you think strategically about your tax bill.
Taxes are, as they say, inevitable, and something you must factor into your financial plan. But just because they are inevitable, doesn’t mean your financial choices don’t impact them. Your decisions around how to invest and how to draw on your assets are critical to your success.
In some cases, careful structuring of retirement income may minimize your tax burden, and in other cases, such as sudden wealth, it may be wise to consider trusts or charitable vehicles that can offer tax deductions or exemptions. We’ll help you understand which options offer the greatest advantage to your family, your lifestyle based on where you are in life and the composition of your asssets.
EDUCATIONAL RESOURCES
We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...
Key Financial Data 2024
If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.
Social Security and the Pursuit of Financial Independence
A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...
We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...
Key Financial Data 2024
If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.