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Tax Planning

Dechtman Wealth Management can help you preserve your hard-earned money and better help reach your short-term and long-term financial goals with the industry’s best practices to tax-planning.

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We can help you answer the
following questions:

  • Do you know how to tax efficiently accumulate and withdraw money from your investments?
  • Have you considered a Roth conversion for tax-free and RMD-free income in retirement?
  • Are you paying too much in Medicare premiums?
  • Are you maximizing all available deductions?

The sooner you start planning, the better.

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Lower Tax Risk

Using the top industry techniques, we evaluate your finances to strategically cut down on liabilities to get your money working for you.

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Maximize Your Income

We help you keep more of your hard-earned money in your pocket by lowering your tax bill through strategic planning.

 

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Increase Tax Efficiency

We can better help your finances grow over time using tax-smart investment strategies with disciplined buy-and-sell decisions.

Create a plan to help manage, defer, and reduce taxes by using

these strategies

Life can change in the blink of an eye, so it’s important to begin planning your financial goals as soon as possible. It’s essential that you have a plan in place for saving for retirement and diversifying your portfolio. Our financial advisors use many proven tax planning strategies to help you meet your financial goals, including the following:

  • Withdraw strategically: We illustrate optimal withdrawal methods using a sequenced combination of withdrawals from taxable, tax-deferred, and tax-free accounts. This can cut down on excessive interest and tax charges.
  • Invest in your needs: We base every client’s recommendations on their unique needs through individualized blueprints and tax-efficient strategies. Your plan will be in line with your life goals, whether that’s growing your savings or planning for expenses.
  • Monitor your account regularly: We don’t wait until tax season to analyze your finances. We monitor your accounts regularly to help you stay financially healthy year-round. With regular account reviews, we keep you informed on your tax situation throughout the year.
  • Give thoughtfully: We help you approach charitable giving with thought and purpose, using strategies such as trust planning and donating appreciated securities. We will help you maximize your donations so your dollar can go further to the causes you support.

Dechtman Wealth Management Tax Planning Services

Dechtman Wealth Management financial professionals work with you to understand your finances. We assess your current situation, evaluate your monetary goals, and create a customized plan to get you where you need to be. With our extensive tax planning services, you’ll have a clear, actionable financial plan that keeps your hard-earned money in your pocket.

The Dechtman Wealth Management team is here for you every step of the way. Contact us today to schedule an appointment and start building your customized financial plan.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Dechtman does not serve as an accountant, and does not prepare tax returns.

We Are Here to Help

By leveraging our disciplined investment process, you receive complete transparency of information, straightforward costs, and proactive investment management services. Located just outside Denver, Colorado, Dechtman Wealth Management is built on the foundation of trust that we have with our clients. Since our founding in 1984, we have acted as fiduciaries and always put our clients first.

If you want to start preparing for your retirement or would like a second opinion on your investments, give us a call and we would be happy to visit with you.