Tax Planning


It is not only about what you make, it is also about what you keep.

Filing taxes is backward looking.

Are there strategies to help lower your future tax bill? Your tax return is really a report of what happened last year. 

We help clients look forward and become smarter with their investment related taxes. Together with your tax professional, we can help you pursue tax smart strategies today as well as down the road.  

Tax laws change regularly and the rules are complex. We encourage clients to seek professional tax guidance. We do not prepare, nor give advice on filing taxes. 

Tax planning is looking forward.

Tax planning is looking forward.

How tax planning may help you:

Timing withdrawals from different accounts to fund retirement.  How much and when should you withdrawal from your 401k, IRA's and other investment accounts during retirement. 

Strategy for investment gains and losses. The timing of buying and selling of investments to help manage potential taxes.

Tax favored investments and account types. The use of tax smart investments across taxable, tax deferred and tax free accounts.

Or just call us today at 650-458-0312 to learn if you can do better

Have a question about tax strategies?

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New Stage Investment Group® and LPL Financial do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.