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Tax Planning

Because Tax time isn't just April

“Set it and forget it” can be a big financial mistake. Taxes are no different, especially once you’re retired. When tax season rolls around, many taxpayers realize too late that they could have taken a variety of steps to save money on their taxes. Don’t put off thinking about tax planning. Evaluating your options and outlining tax planning strategies with a financial advisor in advance is important.  More time can mean more opportunities.

Get Expert Advice on:

  • Tax-efficient investments
  • Exit and capital gains strategies
  • Retirement withdrawal plans for income
  • Estate planning to minimize taxes on your heirs
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The one thing everyone hates
about taxes is, well, taxes.

Make it better with Trajan Tax

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Paying Now Vs. Later​

The most important step you can take right now to reduce your taxes this year may be to review how and where you’re making retirement contributions. Why? Because you may be missing out on critical tax savings (and investment growth) if you’re not optimizing your contributions.  We can help you run the numbers.

Ordinary Income Tax and Capital Gains Tax

As an investor, you deserve to know the many ways taxes can impact your investments. Many investment incomes are taxable, but our team can help you understand which ones specifically apply to you so that there aren't any surprises come tax time. It's important to understand everything that goes into calculating what you owe when filing your return- from understanding ordinary income taxes vs. capital gains, to cost basis, AMT, and more.

Tax rates and Retirement

In retirement, the focus of tax planning often shifts from minimizing taxes as you grow your money to minimizing taxes as you withdraw money. Adhering to tax rules and deadlines—like those for early withdrawals and required minimum distributions is key. But so is timing and sequencing withdrawals across all of your income sources (retirement accounts, Social Security, nonretirement investments, and others) in a way that allows you to take advantage of tax rules for different types of accounts and investments.

Tax information being provided for informational purposes only and does not represent an endorsement or an approval by Trajan Wealth. Please speak to a tax professional for your specific needs.

A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.

Author Ann Landers

Refer to expert advice

We work closely with you to create a customized financial plan that will meet all of your needs. Tax planning is just one area we cover – reaching out will provide further assistance and insight. In fact, many of our advisors are CFP’s (Certified Financial Planners).

With our holistic approach, it doesn’t matter what stage of life you’re at – we can provide assistance along the way. Call 1-800-215-3681 to speak with a Trajan tax professional.

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Our Services

Tax planning is a part of many of our services. We also offer tax preparation for qualified Trajan clients. 

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Wealth Management

Our fiduciary advisors build individual portfolios customized for you. Our investment team monitors and optimizes them to grow them.

Retirement Planning

We listen and plan how to reach your goals with you. We also regularly check-in to keep you and your portfolio on track to support your retirement.

Estate Planning

Take advantage of collaboration between our fiduciary and legal teams to provide comprehensive services.