TAX MANAGEMENT

No one approaches financial planning with the goal of paying more taxes. With effective tax management, small changes can achieve big goals over time. Good investment returns are important, but comprehensive tax management may help you reap even greater gains.

Collins Wealth Management has many strategies, tools and techniques in place to help you with your tax burden. Together we will explore the following:

  • Capital Gains Tax
  • Estate Tax
  • Gift Tax
  • Retirement Plan Limits
  • Required Minimum Distributions
  • Charitable Trust Tax Benefits
  • Retirement Plan Taxes
  • Withdrawing Before Age 59.5
  • Tax Deferral
  • Tax-Advantaged Investments
  • Tax Deductions
  • Capital Gains Tax
  • Tax-Advantaged Alternatives
  • Tax Strategies for Retirement Plans
  • Tax-Free Investments
  • Mutual Fund Profits
  • Tax-Free Insurance Upgrades

*Neither APFS nor its representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decision.