EVERYONE’S TAX SITUATION IS UNIQUE
There is not a universal retirement plan that is an ideal strategy for everyone. Your goals and financial situation are unique and that means that your tax strategy needs to be customized to you as well. BGK Financial will work hand-in-hand with your existing tax professional, or we will refer you to one of our recommended tax professionals throughout the Metro-DC area. Schedule an initial complimentary tax planning consultation with the Local Retirement Pros, and we’ll start a conversation discussing:
- Your personal, retirement, and financial goals.
- An assessment of your investments: stocks, bonds, dividends, Roth vs Traditional IRA’s, etc., which all have different tax intricacies to consider.
- Your unique state, local, property, and federal tax situation.
- Are annuities or life insurance right for you?
- Social Security benefits and strategyRequired Minimum Distribution tactics.
- – How we will include your current tax professional or a recommended tax professional into planning conversations.
- – And MORE