Tax Planning

Tax Planning

Another important step in retirement planning is establishing your current tax liability and what that will look like in the future in order to develop a strategy to help minimize how much you will pay in retirement. Tax planning can have a significant impact on the funds you are able to transfer to your legacy. Hamel Advisory can help ensure your retirement plan is customized to incorporate tax-favored products that can maximize your wealth for you and your heirs.

Collaborating with your tax professional of choice or local CPA firms that we partner with, we can provide tax reduction strategies. Proactive tax planning provides our clients the opportunity to minimize tax burdens and build a cornerstone of tax reduction strategies, potentially resulting in years of tax savings.

  • Tax planning services
  • Roth conversion analysis
  • Year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

It is our goal to implement a well-planned financial strategy to minimize year-to-year tax liabilities and offer the opportunity for you to continue your lifestyle during retirement.

Joseph Hamel does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional, we will partner with local CPA firms to provide tax services.