Tax Planning

Taxes are something most everyone must deal with.  As a retiree, taxes can have as significant an impact on your ability to retire well. Because investment advisors and tax advisors don’t often work in concert, unintended tax consequences, and very large tax liabilities are often the resulting outcome.

At Bane O’Leary LLC we understand the impact taxes can have on your retirement.  Working with tax professionals we are well-versed in the techniques of minimizing taxes on income and investments.  Our proactive approach to tax planning addresses:

  • Taxability of Social Security Benefits
  • Roth Conversions
  • Net Unrealized Appreciation (NUA)
  • Sequence of Distributions
  • Appropriate deductions

Having a tax-efficient retirement income strategy could be the single, most important thing you can do to maximize your income in retirement. Working with your tax professional or utilizing our CPA, we will help you develop a personalized tax strategy. Additionally, our CPA can prepare your annual income tax return to ensure you are tax compliant.

Ask us about our Complimentary Tax Map and Detailed Risk Management Analysis.  Just fill out the form on the right and a representative will contact you.


Advisory services offered through Bane O'Leary LLC, a Registered Investment Advisor in the States of Minnesota and Arizona

Request More Info

If you would like more information, just fill in the
form below and one of our representatives will
contact you as soon as possible.

Contact Us

Email Us

Radio Show

Bloomington Offices
8000 Norman Center Drive
Suite 230
Bloomington, MN 55437
952-236-4213

Denver-Ft. Collins Offices
390 Interlocken Crescent
Suite 390

Broomfield, CO 80021
970-372-4823

Scottsdale Offices
7047 E Greenway Pkwy
Suite 250
Scottsdale, AZ 85254
480-281-2024

info@baneoleary.com
     
 

Disclosures:

Privacy Policy
Business Continuity Plan
ADV Part 2A & 2B
Code of Ethics
Social Media Policy
Check the background of our investment
professionals on Investment Advisor Public Disclosure
     

Admin | Email

Copyright ©  2017 - Bane O'Leary Wealth Management
Version 6.1

This Website is a product of
Mystify Your Web, Inc.