Tax Minimization Strategies

Tax avoidance is the use of legal methods to modify an individual’s financial situation to lower the amount of income tax owed. This is generally accomplished by claiming the permissible deductions and credits.


“Anyone may arrange his affairs so that his taxes shall be as low as possible. He is not bound to choose the pattern which best pays the treasury… Nobody owes any public duty to pay more than the law demands.”

Justice Learned Hand

Recognizing that no investor wants to have to pay more than necessary in taxes, we can analyze how certain financial products may make sense for your financial picture in order to minimize your tax burden. Certain products offer tax deferral so that you only pay taxes when you actually take a withdrawal. Others, like life insurance, also offer the opportunity to be used on an income-tax-free basis when structured properly.


*Safe Money Retirement Solution are not tax advisors and when doing tax planning you should consult your tax advisors.

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