Miramontes

Tax Planning

When planning for retirement, it is important to understand that taxes don’t stop when our paychecks do. Taxes can impact our retirement finances, even after we’re gone. To ensure a stable financial future for you and for your loved ones, tax planning represents a critical part of the retirement planning process. At Miramontes Capital, our tax planning experts can help you develop a plan that meets your needs and goals perfectly.

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Retirement plans are a common way that many people accumulate wealth while minimizing taxes. Retirement plans take many forms, including Traditional and Roth IRAs, 401(k) plans, or employer-sponsored pension plans. With our help, we will help you select the retirement plans that work for your needs now and after you retire. Reducing taxes with a tax plan is a smart way to protect your hard-earned assets and as such is a very important part of the overall retirement planning process.

Tax planning is the process by which financial assets are analyzed from a taxation perspective to ensure tax efficiency, or reducing the tax liability that may negatively affect the value of accumulated retirement assets. A tax plan encompasses many components, including the selection of tax-advantaged or tax-deferred investments, participation in retirement plans, tax deductions, minimizing estate taxes, and planning for purchases now and in the future. A solid tax plan will also set up distributions of proceeds from retirement plans and investments in a manner that reduces or eliminates tax liability.

Retirement plans are a common way that many people accumulate wealth while minimizing taxes. Retirement plans take many forms, including Traditional and Roth IRAs, 401(k) plans, or employer-sponsored pension plans. With our help, we will help you select the retirement plans that work for your needs now and after you retire. Reducing taxes with a tax plan is a smart way to protect your hard-earned assets and as such is a very important part of the overall retirement planning process.

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Tax Planning by Miramontes Capital.
Tax planning is a complex process with many parts that work together to prepare for the future after you retire. The tax planning specialists at Miramontes Capital know that every client is different, each with their own financial goals, needs, and concerns. By working closely with each client, we can determine the best plan that meets those goals and needs, even after you stop receiving a paycheck. By leveraging our experience in the highly-complex field of tax planning, we can help you maximize your financial assets, paving the way for a stable and secure financial future for you and your loved ones.

The answers to these questions help to determine the path forward. With the talented and committed financial professionals at Miramontes Capital, we make the investment planning process as easy and as clear as possible….Request Free Portfolio Review Today

Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.
Securities offered through Purshe Kaplan Sterling Investments, Member 
FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. 
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