The role of income tax coordination in your plan

In retirement, you generally have multiple sources of income, including from Social Security, pensions, rentals, taxable brokerage accounts, tax-free Roth accounts, saving accounts, bonds and more. These income streams are all taxed differently. With income tax coordination, our advisors can help you figure out the most beneficial or tax efficient way to receive these funds.


Is income tax coordination for you?

Your tax liability can adjust quite a bit in retirement. Our advisors coordinate with your tax expert to help you take control of your tax situation and minimize your tax liability. We work with many qualified tax experts and would be happy to provide you with referrals.


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Keeping your taxable income under the 15 percent tax bracket will help you minimize the amount of tax you pay for years to come.


Why United Wealth Management

We collaborate with your accountant to help you capitalize on all available opportunities for your financial success.
 
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
 
 
 
 
 
 
 
 
 
 

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Gather financial statements and start a list of your current and future financial goals.
 
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Our advisors

As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
 
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Education and tools

A few simple resources, like market information and calculators, can make managing your money so much easier.