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Tax Planning

SCHLAGER SCHLAGER & LEVIN includes a tax department which prepares tax returns. Advisors provide tax advice to minimize your tax bill to the IRS. To fully realize your financial goals, we believe a well planned tax strategy is critical. Our main objective is to minimize our client’s overall tax liability whenever and wherever possible.

The tax services we provide include not only tax preparation and review of income tax returns, but also strategic planning as it relates to retirement income and how it is taxed. There are many sources of incomes that retirees receive and SCHLAGER SCHLAGER & LEVIN Advisors assist their clients with tax strategies to keep the tax bill as low as possible. We’ll strategize to reduce taxes on the retirement income you receive such as:

  • Social Security Benefits
  • Pension Income
  • Annuity Income
  • 401(k) Distributions
  • Trust Distributions
  • Required Minimum Distributions
  • Dividends

The years 2009 / 2010 / 2011 were critical ROTH conversion opportunity years. A ROTH conversion can have significant tax impact in the short-term, but can provide valuable tax-free income into the future. Other events can also provide ROTH conversion opportunities, like moving int a life-care center. Ask your SS&L advisor about this.

At SCHLAGER SCHLAGER & LEVIN, we are dedicated and committed to providing our clients with tax planning solutions to reduce and possibly eliminate their overall tax burden.

* Tax planning and income tax preparation are provided exclusively as services of SCHLAGER, SCHLAGER, & LEVIN, not as services of JW Cole Financial, Inc. or J W Cole Advisors, Inc.