Life is filled with many uncertainties, however, taxation is one of the more certain things that we can prepare for. Make the most of the wealth you have worked so hard to achieve.
Utilize Roth conversion strategies to reduce the impact of RMD’s to your taxes and Medicare costs
We work a lifetime to best prepare for the future. Minimizing income tax means making the most of your retirement wealth
Minimizing taxable gains will always be a critical aspect of our investment management philosophy
Wondering how the 2024 tax changes may impact you?During an informal Q&A session, Landmark Wealth Advisors answered common questions regarding 2024 tax changes and how those changes may impact your retirement plans.
Learn more by watching the recorded webinar.
Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.
Landmark Wealth Management Group does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Please consult with your tax professional regarding your particular situation before implementing any strategies discussed. Landmark Wealth Management Group is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Landmark Wealth Management Group by the SEC nor does it indicate that Landmark Wealth Management Group has attained a particular level of skill or ability. This material prepared by FMG Suite, LLC is for informational purposes only and is accurate as of the date it was prepared. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Landmark Wealth Management Group and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Landmark Wealth Management Group unless a client service agreement is in place. This material is not intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Landmark Wealth Management Group is not an accounting firm. Please consult with your tax professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.
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