Tax Planning

As a part of a comprehensive financial approach, we offer tax strategies and tax bill management to our clients. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Some people are surprised to find that they owe taxes in retirement. Some even pay taxes on Social Security! That’s why tax planning is imperative for the retiree, and at Alloy Wealth, we strive to keep you in the lowest tax bracket possible every year. In order to do that, we have to take a look at what qualifies as “earned income,” and we have to take money out of your nest egg in a tax-advantaged manner.

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When it comes to qualified money, like 401(k)s and traditional IRAs, RMDs (Required Minimum Distributions) come into play at age 70-1/2. You have to start taking money out of these accounts following strict guidelines, and that has tax implications. We have specific strategies that we use to help reduce withdrawals and tax liability.

When it comes to tax planning, you can count on Alloy Wealth Management.

Contact Us

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Alloy Wealth Management

Charlotte, NC

Contact Information

13840 Ballantyne Corporate Place Suite 115
Charlotte, NC 28277

Mon-Fri: 9:00 AM – 5:00 PM

Toll-Free: (800) 689-3935 | Fax: (877) 496-9797

erica@alloywealth.com

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser based in North Carolina and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.

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