TAX PLANNING

TBH will work with you and your tax advisor(s) to maximize your financial plan and retirement planning and minimize taxable events throughout our relationship. We will also help you understand best practices to save on your tax liabilities. This plan will make sure you:

  • Avoid withdrawals from your savings and investment accounts that increase your tax rate.
  • Understand the timing and order in which to access your various accounts.
  • Choose investment strategies that offer the best returns for your retirement goals and financial plan.