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Tax Strategies

Helping to reduce unnecessary taxes in retirement

Taxes are the single largest expense for most Americans—even in retirement! At OneTeam Financial, our goal is for you to keep as much of your hard-earned income as possible; that is why understanding the tax implications of your financial decisions is critical.

Throughout the course of the year, we look for opportunities to manage your tax bill, not only for the current year, but plan ahead so you can potentially reduce your tax burden for years to come. This may include rollovers and Roth conversions of retirement accounts as well as charitable gifting and legacy planning strategies to help take advantage of tax efficiencies in your lifetime and beyond.

Our holistic advisors maintain an up-to-date understanding of current tax laws to help take advantage of tax efficiencies of your assets, as well as offer professional coordination with CPAs and tax professionals as needed for advanced planning cases.

  • Roth Conversion Bracket Bumping
  • Annual Tax Harvesting Strategies
  • Income Tax Reduction Strategies
  • Estate Tax Reduction
  • Collaboration with CPA

Contact us to set up a call to discuss how we can help with your Tax Strategies needs today.

Ready to discuss strategies to help maximize income, minimize taxes and protect your family?

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