Tax Planning is part of the plan

Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you pursue your financial goals. Tax planning should not be done in isolation, but be driven by your overall goals and integrated with your total financial plan.

By developing and implementing appropriate strategies designed to help lessen or shift current and/or future tax liabilities, you can potentially improve your prospects of meeting both long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year. Here is an overview of some of tax issues that may apply to you.

  • Tax and Financial Planning
  • Year-End Considerations
  • Income Tax Rates
  • Key Tax Rules
  • Individual Retirement Accounts
  • Trust and Estate Income Taxes
  • Education Planning
  • Tax Credits

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.