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Tax Strategy

Continually minimize taxes in every phase of retirement.

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Solutions We Offer

We combine similar access to the scale and resources of industry leaders with the personal attention and detail of a boutique firm. We are not boxed in by limited investment options.

Minimizing Capital Gains Tax
Non-Qualified vs. IRA Income
Roth Conversions
The Role of Taxes in Each Phase of Retirement
Lowering Long-Term Tax Bracket
Reducing Capital Gains
Continually Maximize Tax Efficiency in the Plan

Questions We Address

Do I have to pay taxes on an inheritance I received?

Should I consider Roth conversions?

Which account should I use for income in retirement to reduce taxes?

How will SS income impact my taxes?

Which assets should I pay taxes on now, and which should I continue to defer?

Services Offered By GRIP Financial

Social Security

Understand the optimal time to take SSI as part of your cash flow plan.

Business Transition

Turn the sale of your business into cash flow and investments.

Investments

Discern how much you need in safe vs. risk tolerant investments.

View All Services

Take the first step toward a confident retirement.

Schedule Your Intro Call