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Tax Planning

Tax Planning Strategies

As a current investor or future retiree, tax planning should be a key component of your financial plan. At Ledwith Financial Wealth Management, we break down your current financial trajectory to predict how much of your money will be taxable due to any action you wish to take. See how our financial advisors can help you optimize your tax-free income.

Investment Analysis

At Ledwith Financial Wealth Management, we know you have unique circumstances that require an individualized approach. Whatever your current investment strategy, we are happy to help you get on track by optimizing your approach and helping to reduce your taxable income. We can help you build a strong tax planning strategy for any of the following investments:

  • Retirement funds
  • IRA
  • 401(k)

Strategic Planning

As you save and invest money over time, it is essential to consider your investment's tax rate should you ever trade, sell, or spend investment funds. Our comprehensive analysis will help you plan out timelines for depositing, selling, or using investments while  aiming for reduced tax rates

Contact a Financial Advisor  Today

Let Ledwith Financial Wealth Management help you find opportunities to reduce your taxable income. Contact us today at 408-778-3000 or send us a message through our online form to schedule your tax planning consultation. 

*Ledwith Financial Wealth Management does not offer specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.


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