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Tax-Efficient Strategies
Tax Planning
Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets.
At 5280 Retirement Group, we specialize in working with High-Net-Worth Individuals and business owners. We take a professional, integrated approach to financial planning — one that includes tax minimizations.
Not only do we help you file and prepare your current returns, but we also help you plan for future tax burdens in retirement. As part of our Retirement Playbook, our tax strategies are tied into our wealth management and retirement planning services to help you proactively grow your assets by helping to keep more of your money in the first place.
Every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital. Remember, it's not only what you make but what you keep!
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Download Our Recent Tax Guide
2023 Tax Planning Guide
After a tumultuous 2022, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact whether your taxes will increase and whether you need to rethink your tax strategy.