We help our clients to pay as little tax as possible and to not outlive their money. How best to accomplish these goals is different for each of us and depends upon our unique circumstances. Let’s schedule a time to visit and talk about developing a plan to achieve your preferred outcome!
Federal tax laws are complex and subject to change. This information is not intended to be a substitute for specific individualized tax or legal advice. Neither Sagepoint Financial, Inc., nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.