Year-End Strategies: Four Key Opportunities to Consider
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
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Our hourly financial planning service specializes in retirement planning, offering expert guidance to help you achieve your financial goals. With a fee of $300 per hour with a minimum fee of at least 4 hours to start engagement, you can access personalized advice tailored to your unique circumstances without the commitment of a long-term financial planning relationship.
Our experienced advisors can assist you with a variety of retirement planning topics, including:
- Retirement income strategies: Develop a plan to ensure your retirement savings last throughout your lifetime.
- Social Security decisions: Maximize your Social Security benefits by making informed claiming decisions.
- Determining appropriate tax strategies: Minimize taxes in retirement through strategic planning such as the “Frank Duke Method,” 1031 Exchanges and Roth Conversions.
- Estate Planning: Ensure your assets are distributed according to your wishes and minimize estate taxes.
- Investment recommendations: Build a diversified investment portfolio aligned with your retirement goals.
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