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Tax Planning near Kenner, LA

Like it or not, taxes play a major role in creating a sound retirement plan. It’s vital to take an in-depth look at what percentage of your retirement savings will be taxed the day you retire and throughout retirement. This knowledge may make the difference between a prosperous, happy retirement and a meager one. At Gregory Ricks & Associates, you don’t have to rely on a different resource for qualified counsel on your taxes.

At Gregory Ricks & Associates, we aren’t just retirement planners and wealth managers. We have a strong team of tax planning professionals ready to present great opportunities to our Kenner customers. Tax services are offered by a third party CPA firm and Total Wealth Authority team member.

Taxes & Retirement

As you’re preparing for retirement, every dollar is precious. During our tax planning evaluation, we can take a look at the big picture to determine methods to help you save money on your taxes. These methods focus on decreasing the ramifications taxes have currently and choosing retirement strategies that provide the best tax incentives. Based on your situation, this could include:

  • Minimizing estate taxes
  • Strategic money withdrawals
  • Growing assets as effectively as possible
  • Preventing superfluous expenses in retirement products
  • Evaluating income taxes to help you maintain more of your earnings

With considerable knowledge of both retirement and taxes, we’re able to help our clients develop a well-rounded plan for their financial future.

Preparing Taxes

Tax time is a great opportunity for you and your family to save for retirement actively and intentionally. Some individuals miss out on useful deductions and credits because of the tax language and methods can feel so complicated. Our team of tax planning CPAs will guarantee that you don’t ignore anything that might be valuable. Whether you want us to file your return or just offer our tax knowledge, we’ll ensure that your taxes and retirement plan work well together.

Contact Gregory Ricks & Associates

For qualified counsel on taxes and retirement, contact us at (504) 832-9200. Our location in Metairie is a well-located resource for people approaching retirement age close to Kenner and other communities in Eastern Louisiana.