Income Tax Strategies

WISCONSIN WEALTH ADVISORS

Tax Considerations

Tax planning is all about creating a plan that preserves income for your use, allowing you to keep as much of it as possible. We will work with your tax professional to suggest strategies that may include optimizing your deductions in the current year to keep more of your income. It also may include options to defer your income into investment accounts that may be taxed at a lower rate during your retirement.

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Some Possible Options

We will work with your tax professional to develop a plan that may include, but not limited to:

  • Traditional or Roth IRA’s (pre-tax or post-tax investment accounts)
  • Strategies to reduce tax payments for the current year and years ahead
  • Tax advantages of a 529 college savings plan
  • Shifting of taxable income (tax deferral strategies)
  • Appropriate investment accounts for entrepreneurs, self-employed and business owners
  • Estate, charitable giving and legacy planning

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