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Tax Planning

Tax implications accompany nearly every financial decision you make. At DKS Financial Strategies, we have a deep knowledge of tax laws and apply that to help you plan to keep your taxes low today and in retirement.  We will analyze your annual tax return and collaborate with your tax return preparer to ensure you’re taking advantage of all available benefits. 

We will evaluate strategies such as Roth conversions, retirement savings plans for self-employed income, the timing of retirement income streams (Social Security, pensions, required minimum distributions), and charitable giving options to help minimize taxes.  Our goal is to be proactive with tax planning to help improve your tax situation before it’s too late.

Interested in planning for taxes? Complete the form below to schedule an appointment.

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