Tax Planning

A sound financial plan incorporates tax planning and tax awareness. Understanding taxes, and the implications of your actions, can change your tax scenario significantly. Although Strategic Retirement Partners does not provide tax advice, we can help you assess your situation and be tax aware.  If you have tax questions related to financial planning and investing, or would like a sampling of our educational and informative resources reach out to us below and we can make sure you get the help you need. 

  • Is there anything I can do to reduce my taxable income?
  • How does Roth affect my taxes? Is it right for me?
  • How should I use the HSA if I am eligible fo a high-deductible health plan?
  • When might Municipal Bonds make sense for me?
  • How do Trusts and taxes interact?

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