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Tax Planning Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions. Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, deferring income taxes and providing the potential to earn interest at a faster rate.

The main goal in tax planning is to minimize the tax liability wherever possible.   Taxes can substantially reduce income and impact how long it takes to achieve our clients’ financial goals. DTY Wealth Advisors will assist in formulating tax advantaged income strategies as we strive to form a solution that will help our clients keep more after tax income in their pockets.

DTY Wealth Planning Solutions can also provide you with quality tax preparation services through DTY Tax Services, Inc. (see DTY Tax Services tab for more information.)

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, legal advice. You should consult a legal or tax professional on any such matters.