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If you are like me you probably love our favorite Uncle too. He has provided me with so many great opportunities, but it seems like these days he is asking me for more and more. If you are not sure what uncle I am talking about, it is our Uncle Sam. You know you must pay him the required amount of taxes, but you don’t want to give him any more than what you must. It is not our fault, he has not properly managed his finances.

At Milestone Advisory Group, LLC, I want to help you pay as little as necessary. Why is it important to make sure you are not paying more in taxes than you are required? You can save more for your retirement, you can help your family, you can give to charity, or you could hire more employees to help grow your business.

How do I help you? I review your current plan to see where you are currently paying taxes. Are you a small business owner and have a corporation/ LLC or are you a sole proprietor? Are your investments growing in tax sheltered vehicles or in taxable accounts? Do you have rental properties? These are just some of the basic questions to get you started. The goal is to try to make sure you are being tax efficient and not paying out more than you must.

But there is more to the planning that I do. The items above really look at just the taxes you are paying today. And while no one wants to pay more today than they must, but by not having your assets located in the right buckets you could set yourself up for future tax traps. Do you understand how your future income will impact how much you pay for Medicare? What about RMD’s on your IRAs and 401(k)? While this may seem complicated, don’t worry I will do all the heavy lifting and when needed, I have additional partners I collaborate with to create your plan.

If you are ready to make sure you are not paying more than you must click the button below and I will offer you a free tax review. This will allow me to give you an idea of how much you might be able save in taxes and tell you what the next steps would be to achieve those savings.

*Cambridge does not provide tax advice.