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Tax Strategies

At Snyder Wealth Group, we understand that effective tax planning is crucial to maximizing your wealth and ensuring a comfortable retirement.

Our team of experts is dedicated to providing you with personalized tax strategies that align with your retirement goals, allowing you to minimize your tax liabilities and keep more of your hard-earned money.

The Importance of Tax Strategies in Retirement

Taxes don’t stop once you retire; in fact, they can have a significant impact on your retirement income and overall financial well-being. By implementing tax-efficient strategies, you can help ensure that your retirement savings last longer and that you have the financial resources to enjoy your golden years to the fullest.

Tailored Tax Strategies for Your Retirement

At Snyder Wealth Group, we take a personalized approach to tax planning for retirement, carefully considering your individual financial situation and retirement objectives. Our team of professionals will work with you to develop tax strategies that may include:

1. Tax-efficient withdrawal strategies

We’ll help you determine the most tax-efficient order in which to withdraw funds from your various retirement accounts, such as 401(k)s, IRAs, and taxable investment accounts, to minimize taxes and maximize the longevity of your savings.

2. Roth IRA conversions

Depending on your circumstances, converting traditional IRA assets to a Roth IRA could provide significant tax advantages during retirement. We can analyze your specific situation and guide you through the conversion process if it’s appropriate for you.

3. Tax loss harvesting

By strategically realizing capital losses in your investment portfolio, we can help offset taxable capital gains, thereby reducing your overall tax liability.

4. Maximizing tax deductions and credits

We will assist you in identifying and utilizing deductions and credits available to retirees, such as medical expense deductions and tax credits for energy-efficient home improvements.

5. Estate planning

We will work with you to develop an estate plan that minimizes estate and inheritance taxes while preserving your legacy for your loved ones.

Experience the Benefits of Expert Tax Planning for Retirement

With Snyder Wealth Group by your side, you can confidently navigate the complex world of tax planning for retirement, knowing that our team is committed to helping you minimize your tax liabilities and maximize your wealth.

Don’t let taxes erode your hard-earned retirement savings – schedule a consultation with our experts today and discover the difference that tailored tax strategies can make in your retirement journey.

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

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Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

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