Avoid a Surprise Tax Bill

We want you to get the most out of your money and we’re here to answer all the tricky questions about taxes.

We’re committed to working step-by-step with you to set you up for success. From setting up your retirement income and moving money from your 401k to IRA to selecting the best account to withdraw money from, we’ll make sure there’s no surprise taxes along the way.

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QUESTIONS YOU MAY BE ASKING

  • Which account should I take money out of?
  • How should I set up my retirement income to minimize taxes?
  • Is my Social Security benefit taxable? If so, how much is subject to tax?
  • Are there other “hidden taxes” if I have too much income in retirement?
  • Is it possible to withhold taxes from my investment distributions so I don’t owe a big tax bill when I file my taxes?
  • Can required minimum distributions have a big effect on my taxes?
  • Can there be any tax issues when I move my money from my 401k to an IRA?
  • Do Roth conversions make sense for most people after they retire?
  • Can a well-constructed charitable giving plan reduce my long-term taxes?
  • How will distributions affect my taxes?

Tax Planning Education

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Contact Us

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Contact Info

  • 2727 Spring Arbor Road
    Jackson, MI 49203
  • (517) 783-1695
  • support@averywealth.com