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Tax Preparation in Metairie, Louisiana

Whether you like it or not, taxes play a major role in a retirement plan. It’s essential to take a thorough look at what percentage of your retirement savings will be taxed now, upon retirement and into your retirement years. This knowledge can give you the opportunity for a more enjoyable and secure retirement. With Gregory Ricks & Associates, you don’t have to depend on a different resource for specialized counsel on your taxes.

At Gregory Ricks & Associates we don’t just offer retirement planning and wealth management services, we also offer tax planning services to our Metairie clients. Tax services are offered by a third party CPA firm and Total Wealth Authority team member.

Tax Evaluations for Retirement

As you’re preparing for retirement, every dollar is valuable. Throughout our tax planning evaluation, we can take a look at the big picture to figure out methods to help you save your taxes. This includes reducing the repercussions taxes have today and selecting retirement methods that provide the most beneficial tax advantages. Based on your circumstances, this could include:

  • Strategic money withdrawals
  • Analyzing income taxes to help you keep more of what you earn
  • Evading needless fees in retirement products
  • Minimizing estate taxes
  • Increasing assets as quickly as possible

With wide-ranging education of both retirement and taxes, we can help our clients create a sturdy plan for their future.

Why Use Professional Help for Tax Planning

When you file your taxes, it is an excellent opportunity to proactively establish a more comfortable retirement for you and your family. Some individuals miss out on useful write-offs and credits because of the complex nature of tax language and procedures. *Our team will make sure that you don’t overlook anything that might be beneficial. Whether you need us to file your return or simply provide our tax knowledge, we’ll make sure your taxes and retirement plan work together in harmony.

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 local future retirees and other cities in Eastern Louisiana.

*Tax services are provided by a third party CPA firm and Total Wealth Authority team member.