The Retirement Planning Specialists

Tax Planning

One impactful piece of retirement planning may be determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your heirs. We will work with your tax advisor to help ensure that your retirement plan takes full advantage of available tax credits and deductions to help certify you and your heirs are maximizing wealth for generations to come.

BAG has strategic alliances with two CPA firms; utilizing their team of CPAs to provide tax planning, preparation and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs and goals. Proactive tax planning with our CPA firms allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Based on this strategic alliance, we will help implement the provided tax strategies into your financial strategy to help minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

Bauman Advisory Group, LLC does not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. They may also work with your attorney or independent tax or legal advisor.