Tax Services

Tax planning is a crucial component of any comprehensive financial strategy. At Lifeplan, we understand the significance of minimizing tax liabilities while maximizing savings, because we know that taxes play a very different role for a working person than for someone nearing or already in retirement and taking withdrawals.

We implement a “tax diversification” strategy, which involves having a mix of taxable, tax-deferred, and tax-free retirement accounts. By strategically withdrawing from each account type based on tax considerations, retirees can optimize their tax situation throughout retirement.

By integrating retirement tax planning into a comprehensive financial strategy, we can help optimize your retirement income while minimizing the impact of taxes, ultimately helping you achieve your retirement goals with greater confidence.