Taxes are a crucial expense to strategize for in retirement. In your working life, maximizing your income and paying the taxes you owe is the name of the game. But in retirement, much of your plan may require you to pay yourself. That’s a fundamentally different question, especially when it comes to taxation. Think of it this way: imagine if all your wealth was counted as your income for one year by accident as you moved money around. Wouldn’t that slash your wealth? Questions like this one are crucial to understand when it comes to managing your retirement.

For this reason, TradeWell offers a full suite of tax services designed to meet your personal or business needs. Most tax preparation firms only prepare your taxes and report what happened last year. We look for ways to help you avoid paying more than you should by using advanced tax strategies consisting of deductions and credits, so you only pay your fair share. Not only that, but we construct a long-term strategy that factors in your broader retirement financial plan to minimize your future taxes.