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prepare you for Life After Work

A Tailored Approach

Did you know that new events or conditions in your life could impact your taxes? These are some of the more significant life events for you to consider.


Did your marital status change? (married, death, divorce)


Do you plan to retire next year?


Did you make any Social Security decisions this year?


Did you make any new significant charitable contributions this year?


Did you have any large unexpected expenses this year that could be deducted? (married, death, divorce)


Did you have any changes to your income this year? (positive or negative)


Do you make charitable contributions AND are you or your spouse over 70.5 AND have an IRA or tax deferred retirement account?

Call us at 1-800-928-4001, to learn how your tax return and your future retirement work together. We will review your tax return for opportunities to reduce taxes this year or in the future. Time is running out. Call for your complementary update soon.

Fill out the form above to learn more about how Tax Planning, along with the other 5 Critical Elements, can help you prepare to Enjoy Your Life After Work.