Our Tax Planning team will sometimes encounter folks whose goal is to pay no taxes. While that strategy may have near-term rewards, sometimes it’s important to consider your long-term and retirement goals.
Would it help your future to shoulder a bit of the burden now to lighten the tax load down the road? It’s a common question our tax planning team asks when building your financial plan. Often, the best planning occurs when you consider where you are and your long-term goals.