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Tax Planning

One stop. Many options.

SMRS Tax Planning provides the convenience of personal tax preparation provided by a trusted name in the community.

Tax planning is a key component to your financial plan. Let us help you through your journey and plan for success.

Tax planning is a piece of your financial plan, but can have a large impact on your goals. We aim to take a birds eye view at your situation to find opportunities for tax efficiencies within your plan and execute those as you move forward in your financial journey.

Any comprehensive retirement plan includes a strategy for addressing taxes. This includes:

- Annually assessing the taxable nature of your current holdings

- Strategizing ways to include tax-deferred or tax-free money in your plan

- Analyzing which tax category to draw income from first to reduce your tax burden

- Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

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