A key component to a solid retirement 

Tax Planning 

Often overlooked by individuals, forward tax planning can be one of the most important aspects of a solid retirement plan.  There are several things to consider before embarking on a forward tax plan, but with the help of your tax preparer, we will work on your behalf to figure out if this benefits you.  In retirement, taxes can sometimes be one of the areas that can be controlled strategically year by year. Ignoring tax planning opportunities or being unsure of your future taxes can be an unpleasant surprise in retirement.   

Investment advice offered through GWM Advisors, LLC, a registered investment advisor. 

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Advisory services are only offered to clients or prospective clients where GWM Advisors doing business as Lake Point Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors dba Lake Point Advisors unless a client service agreement is in place.
 
The content is developed from sources believed to be providing accurate information. Information provided is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.