Tax Planning
Five words you'll never hear at Cyr Financial...
"Speak to your Tax Advisor"
Because we're CPA's...
and we are your tax advisor!
Because no one wants to pay more in taxes than what is legally required.
Tax planning is a way to help you preserve more of your hard-earned savings as you enter retirement. Talking about tax planning might not be the most exciting topic, but it’s a big deal for reaching your financial goals and staying on top of changing tax rules.
Taxes can get complicated, so having solid tax planning services in your corner makes a huge difference.
Given our CPA roots, the Cyr Financial team always prioritizes developing tax-efficient investment strategies. As CPAs, it’s our job to stay informed on tax law changes that might impact you.
Our approach to finances involves using proven strategies based on solid research. We build portfolios that maximize tax-advantaged accounts and tax-loss harvesting. This helps you pay less taxes, boost your after-tax returns, and grow your wealth over time.
Here are some strategies that may be appropriate for your situation:
- Asset Location Strategies
- Withdrawal Strategies from Tax-Advantaged Accounts
- Roth Conversions
- Qualified Charitable Distributions (QCDs)
- Tax-Efficient Investments
- Tax-Exempt Municipal Bonds
- Donor-Advised Funds
- Medicare Part B Premium Reduction Strategies
- Delaware Statutory Trusts (DSTs) Tax Deferral Strategies
To successfully manage everything, you need a skilled wealth advisor who understands your full financial picture.
That’s where we come in. We’re here to help.
Ready to take your retirement plan to the next level?
If you are nearing retirement or have recently retired, take our complimentary AIM retirement assessment to see where you may be vulnerable.