Sunday, June 17, 2018 6:05PM

Tax Planning

A calculator, reading glasses and a pen sit atop financial paperwork used in filing income taxes.

Tax planning is an integral part of every financial plan.  Knowing about your personal tax situation helps us understand and implement your financial plan more effectively.

One of our central concerns throughout the financial planning process is making your tax liability as low as legally possible. We at Markey Wealth Management understand that no one wants to pay more taxes than necessary.  Some of the tax issues we explore for our clients are:

  • Whether tax-free or tax-deferral investments are prudent for you
  • Impact of earned income on Social Security
  • IRA distribution planning
  • How charitable gifting would affect your tax situation

Our practice will work with your tax advisor or accountant to help plan your taxes to the fullest.


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