Tax Planning

As you approach retirement, have you thought about how rising taxes could impact your plans? You have options.

When you come into our office, we’ll walk you through how withdrawals, distributions, and tax-deferred accounts can affect your taxes in retirement. We’ll discuss how purchasing a tax-deferred product could defer income taxes, giving you the potential to earn interest at a faster rate, and how tax-exempt accounts can provide future tax benefits because withdrawals at retirement aren’t subject to taxes.

While we, ourselves, are not tax professionals, we do partner with tax professionals to help mitigate the effect of taxes on your retirement assets. We’ll work together to create a cohesive retirement plan with a focus on reducing taxes on your assets.

Tax Planning in Atlanta

To learn more about how to plan for taxes in retirement and to get your copy of the 2019 Tax Guide, fill out the form below.

Investment advisory services offered through Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Chris Hoffman is a Registered Representative, offering securities through TCM Securities, Inc., member FINRA/SIPC. Hoffman Financial Group, RWA, and TCM Securities, Inc. are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or promote, market, or recommend any tax plan or arrangement. Please note that Hoffman Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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Thank you for visiting Hoffman Financial Group’s social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group.

Hoffman Financial Group’s use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.