There are many times it may seem that there are “secrets only the wealthy can use”, but the tax code applies the same to everyone, regardless of the size of your net worth. It is all about educating yourself on what advantages apply to your situation.

So, an important planning question we need to ask ourselves is, “How am I setting myself up for taxes, now and into the future?” and “Am I using the most effective strategies to control my tax liability?”

It is a conversation that all too often gets overlooked.

We hear a lot of chatter about the markets and about investments. On our programs and in our office, we talk a lot about comprehensive planning. A critical part in that conversation is proactive tax strategies.

Tune in for more tips and strategy discussion from Chris McIntire on "Game Plan For Retirement".