Tax Management & Retirement Income Solutions
Tools not Rules
Taxes take a bite out of savings, investments, and retirement nest eggs. Rather than follow general “rules-of-thumb,” SilverPeak Wealth can analyze your tax return and look for planning opportunities and tax strategies that seek to minimize your overall lifetime tax bill. We look to be tax-efficient in every facet of your financial life.
Common Missed Tax Planning Opportunities
- Tax Bracket Management
- Asset Location
- Tax Loss and Capital Gain Harvesting
- Retirement Distribution Planning
- Roth Conversions
- Social Security/Medicare IRMAA Planning
- “Widows Penalty” – tax filing status changes
SilverPeak Wealth advisors are CERTIFIED FINANCIAL PLANNER TM professionals. We do not prepare taxes and are not tax professionals. Our involvement in your financial life uniquely affords us a long-term view and allows us to assist with comprehensive planning. We recommend discussing any potential tax strategies with your tax professional.
Income Solutions
SilverPeak can help you determine a ``safe-rate`` to withdraw from your portfolio in retirement and create an income plan that optimizes your hard work.
READ MORE about our income solutions