Don’t pay too much in taxes. Be a Tax Minimalist.
“In this world nothing can be said to be certain, except death and taxes.”
-Benjamin Franklin
With the current tax code at historic lows and a new administration who has been vocal about raising them, it’s important to understand how to position your assets in a tax-efficient matter. We believe an asset’s placement in your financial plan determines it’s purpose, and that allows us to help you reach your retirement goals.
