One part of planning for your retirement is to potentially determine your current and future tax liability and developing a tax strategy to potentially minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and may directly impact the amount of wealth you may be able to hand over to your heirs and beneficiaries. We recommend taking steps to potentially ensure that your customized retirement strategy is able to take advantage of any possible tax credits and deductions to help potentially secure and maintain what you’ve worked hard to save.
AJ Freedom Financial partners with its sister company, Freedom Financial Tax,* to provide tax advice, tax planning, tax preparation, and coordinating legal and accounting services from specialized lawyers and certified public accountants respectively. This team of experts can be important to your retirement strategy by monitoring relevant tax law changes, providing tax strategy recommendations, and serving as your advocate in tax matters.
Also provide complementary service to resolve family estates after death. No obligation. For all persons.
* AJ Freedom Financial does not offer tax, legal or accounting advice.