Other financial advisors may help your money grow, but they do not plan ahead to minimize taxes in retirement. Al Smith goes beyond mere asset management to help you create a written retirement plan that will withstand a stress test. You can’t predict the future, but you suspect taxes may go up by the time […]

Tax Planning

Your CPA handles your tax preparation every Spring, but you also need a financial advisor who includes tax planning in your strategies for retirement! Your retirement plan with Golden Eagle Financial will provide a clearer view of what your retirement will look like tax-wise. Tax planning matters most in your fifties and sixties when you

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