AMJ Financial Blog

Choosing the Right Tax Professional – 5 Easy Steps

Choosing the Right Tax Professional in 5 Easy Steps

Managing taxes during retirement might be the single most important factor influencing your retirement lifestyle.

As you transition from working for an income to withdrawing income from your savings and investments, you might have questions:

  • How can I maximize my income while minimizing income taxes in retirement?
  • How will my Social Security be taxed?
  • Should I be concerned about capital gains taxes when I retire?

As we get rolling in 2017, it is a great time to evaluate and choose a tax professional who can answer questions such as these and help you with your tax planning needs all year long. Download the “Choosing the Right Tax Professional in 5 Easy Steps” chart now!

For professional assistance with tax planning strategies or a referral to one of our trusted tax specialists, please contact our office at 703-466-0477 to schedule a time to discuss your needs.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

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