Tax-Efficient Strategies

Stop Over-Paying Your Taxes

In the wake of the recent tax changes, income tax strategies are not what they used to be.

Tax minimization and inheritance tax planning are so important, especially for those with larger estates. Those retirees who understand the complex rules of the tax game being played will keep more of their hard-earned money over time.

Cameron Wealth Group isn’t a tax professional, but we can work closely with your CPA or tax attorney to make sure you are optimizing your tax planning income while our tax brackets are historically low. In the near future, we believe tax brackets will increase due to our national spending habits and debt. For now, taxes are lower, and it is wise to take advantage of that.

Our customized tax map can help you answer questions like:

  • How can you optimize your pre-taxable retirement?
  • Is there room for a Roth conversion?
  • If you gave to a charity or your church, should you gift some of your gains instead of writing a check from your checking account?
  • Are you appropriately harvesting losses to help reduce taxes owed?

It’s also possible to potentially reduce or eliminate taxes owed on your Social Security! We believe knowledge is power – especially tax knowledge.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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