As Californians, we know that we face some of the highest income tax rates, and it takes smart planning to decrease this burden on our retirements. 

As a tax advisor with intimate knowledge of California’s tax laws, I can help you plan for a joyful and abundant retirement. Here are some of the strategies we’ll look at together:

Charitable Remainder Trusts, gifting strategies, real estate and business ventures and investments.

If you’re a business owner, we’ll look at what retirement plans keep both you and your employees happy: IRAs, 401Ks, SEPs, SIMPLEs, and Defined Benefit Plans.

We can demonstrate advantages of Social Security and Retirement plan withdrawal rates and the risk and reward tradeoffs for safety in fixed rate investments at all ages.

For more on this topic, see my article “Retirement Taxation”.