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Tax Planning

Want to Integrate Tax Planning into Your Finances?

Consult with Our Experienced Tax Planners

Taxes are an integral part of your financial life, and our financial advisor can help you minimize them over your lifetime. We integrate tax planning with our services to help you minimize your lifetime tax burden.

Examples of tax planning include:

  • The decision of when to collect Social Security can often be a tax planning decision, as well as a cash management one
  • Annual required minimum distributions from IRAs and inherited IRAs are a tax event, not necessarily a cash flow necessity
  • Controlling medical costs and IRA distributions that pay for them so they occur in the same tax year, reducing the tax impact
  • Controlling distributions from 529 plans and college costs so they occur in the same year, avoiding an unnecessary tax event

Contact Us

At Milestone Financial Planning, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team. Our team has a fiduciary responsibility to our clients. We incorporate experienced tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors may offer. We also coordinate your plan with your other advisors – estate planning attorneys, insurance agents, CPAs, etc.