Tax Efficiency and Minimization

Tax efficiency and minimization is not a separate component of our Investment Plans, and Retirement Income and Spending Plans, but rather permeate every part of our comprehensive retirement planning process.

The timing and recognition of taxable income is somewhat controllable and is, therefore, an area of hyper-focus for Goepper Burkhardt. It is something we work on every day.

As you may know, it’s not how much you earn, it’s how much you keep.

This is especially true in retirement.

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