Minimizing the amount of taxes you owe makes your money go further. To do that, you need a tax-efficient strategy to keep your money out of the highest tax bracket and in your pocket.
Our tax-efficient strategy incorporates your Social Security disbursements and the Required Minimum Distributions from your retirement accounts. We then optimize your laddered income plan to assure the optimal growth while minimizing taxation on your income.
This strategy is designed to manage every income stream, and it times your distributions to provide the income you want without exposing you to an unnecessary tax burden. To ensure the accuracy and effectiveness of your tax strategy, an Architect will do a yearly review of your overall retirement plan and make any necessary adjustments so you stay on track.