TAX PLANNING

Tax Savings Begins With Tax Planning

At Melia Advisory Group, we believe that tax planning should be proactive rather than reactive. Managing your wealth will not become less complicated in the years ahead and taxes can have unintended consequences if not actively managed.

 

What Is Tax Planning

Basically, tax planning is the analysis of a financial situation from a tax point of view. Tax planning involves strategies to minimize your income tax liability. When a financial plan is structured with tax planning in mind, the result is minimized taxes allowing for more preserved wealth.

 

Tax Planning Is Essential

Tax planning should be a fundamental part of an overall financial plan. All components of your financial plan should work together
to create the most tax-efficient situation possible. The selection of investments and the types of retirement plans need to complement your tax filing status so that you minimize tax liability and maximize money in your pocket. With careful and consistent preparation, you can manage the impact of taxes on your financial efforts.

 

Keeping Our Client’s Financial Success In Mind

Our Melia Advisors take a holistic approach to reduce your taxes as much as possible and grow your income to last throughout
your retirement. Our team can shape a comprehensive financial plan for you, taking into account the tax implications and the best way to
lessen them. Your money can be efficient and work for you if you take a strategic approach.

Call for a free consultation 918.794.9290

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Workshops

Our financial workshops are free and are packed with helpful information that will educate you on retirement options and equip you with confidence and peace of mind.

Topics covered are:
• Social Security planning – Learn how to get the most out of social security and how to avoid taxes.
• Estate planning – Everything you need to know about wills and trusts.
• IRA & RMD planning – Understanding your tax picture with RMD’s (Required Minimum Distributions)

If you would like to attend one of our free workshops, you can call Eileen 918.794.9290 or click button below.