We’ll work with you to develop a tax strategy. Estimating your current and future tax liability and developing a strategy that minimizes how much you pay during retirement is one part of building a retirement strategy. Taxes can impact your legacy and the assets you’ll be able to transfer to your heirs and beneficiaries. We recommend taking steps to help ensure that your retirement strategy takes into account taxes to help maintain what you’ve worked hard to build.

Overson Advisory Group, LLC does not offer tax planning services.