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Tax Planning Strategies

Tax Planning Strategies

You’ve worked hard your whole life to build a retirement income to support your goals and needs; the last thing you want is to underpay or overpay in taxes. Pennsylvania Wealth Management is here to help you find the strategies that can help you maximize your retirement income, so you can enjoy the retirement lifestyle you’ve worked for all these years.

Retirement Taxes

When entering retirement, you move from a phase of building wealth to spending that wealth. You want to make sure you don’t have to pay any more than what’s needed. Through partnership with Brian H. Carey, a local CPA, we’ll help you find a tax strategy that works for your retirement income.

Social Security Tax

Since 1983, Social Security Income has been subject to taxation. It’s important to know what bracket you fall into and how much you could be taxed. We’ll take a look at your SSI and create a game plan to help you keep as much as possible.

Reduce Taxes on Wealth

With several changes to the tax laws in recent years, it’s important to take a second look at your tax bracket. When you work with Pennsylvania Wealth Management and our partnered CPA, we’ll look at your income and other assets to help create a strategy that will help you both now and in the future.

Pennsylvania Tax Planning Professionals

Don’t be caught off guard by recent tax changes! Complete the form below to learn about how you can plan for taxes in retirement and to get your copy of the 2021 Tax Guide.

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Pennsylvania Wealth Management and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pennsylvania Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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 Retirement Wealth Advisors.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jason Bergey or Pennsylvania Wealth Management is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.