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Tax Planning


Taxes don’t get easier in retirement. Tax preparation (short-term) and tax planning (long-term) can be two different things, and there is often a disconnect between the two.

With an in-house tax professional, Jim Saulnier and Associates is able to provide tax preparation and consultation services and long-term tax planning services for our clients. For example, we can better address:

  • Yearly liquidation (withdrawal) strategies from assets to optimize client’s tax brackets throughout retirement.
  • Social Security claiming strategies on a tax adjusted basis.
  • Roth conversion strategies prior to retirement to maximize tax efficiency before and after retirement.

By considering both your short term and long term tax concerns simultaneously, there is a greater chance your tax liability can be minimized.

Schedule a meeting with us today to see how Jim Saulnier and Associates can help you with your retirement tax needs.