One essential part of preparing for your retirement is determining your current and future tax liability and developing a tax strategy to minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We recommend taking steps to ensure that your customized retirement strategy is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.
At Layson Advisory Group, we are able to design a tax strategy for you with your entire financial situation in mind. Tony P. Layson, our Enrolled Agent, is able to represent clients before the IRS in all states. Our firm is unique in the fact that we can provide tax strategies for clients along with planning for your financial future through other financial products including insurance, annuities, and other wealth management products. We believe having a good tax strategy should be your main priority in your financial future. Here’s why: You will make more money by saving on taxes than you can by making more money! Contact us today and let us help you determine the best tax strategy for you.