Tax Planning

Planning to reduce income taxes in retirement is what distinguishes Park Place Financial from its competitors.

For many people, the amount of income taxes they pay is largely optional from the time they retire until they reach age 70. Income tax planning in retirement requires that the tax rules regarding capital gains and losses, as well as the preferential tax treatment of qualified dividends, be understood and used to clients’ advantage. The tax impact of distributions from IRAs, Roth IRAs, and other accounts, needs to be analyzed prior to making distributions. The current tax results as well as the tax results in future years need to be evaluated and considered. Reviewing clients’ income tax returns each year is an essential part of income tax planning.


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.