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Tax Planning

Tax Laws are constantly evolving with a major tax law change occurring on average once every 3 years since 1920.

Efficient tax strategies may allow you to maximize the amount of income you keep versus what you have to pay the IRS.

You have worked hard your entire life and have done the leg-work in putting money into your retirement account. The reality is, tax planning may play an even bigger role post-retirement than it did while you were working.

At McCann Wealth Strategies, we coordinate with your tax preparer and develop an overall tax plan. We start with determining your income needs and what resources you have available, then we attempt to get you that income with the least amount of tax liability possible. Let us help you overcome what may be one of the biggest issues you face during retirement.