10900 Northeast 4th Street,
Our comprehensive planning process runs scenarios to identify where we can create reliable sources of retirement income, reduce the risk of running out of money, reduce investment expenses, coordinate income in a tax efficient way, claim Social Security to maximize cash flow, use Roth conversions to your advantage, plan for, or around, scheduled deferred comp payouts, and strategically exit concentrated positions in company stock. Our roadmap includes reviewing and analyzing the topics below:
Note: Capital Planning, LLC is not a law office or Certified Public Accounting firm. This information should not be construed as tax or legal advice.