Tax Planning Services in Tri Cities & Thumb

Our comprehensive tax planning services involve working with you to gain an understanding of your current tax situation and projecting how the changes we make to help you achieve your goals will impact your tax return for the coming year.  That way there are no surprises come tax time.

 

We will work with you to develop a customized plan to manage your tax bracket in both the current year and into retirement.

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Tax Distribution Strategies

Once you reach retirement, Recker Financial will work to develop a distribution strategy to maximize efficiency of withdrawals from your investments.  Remember, the less taxes you pay the more hard earned money you have working for you. The brief video below outlines how we look at tax distribution strategies.