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Tax Strategies

How to reduce unnecessary taxes now and in retirement

Taxes are the single largest expense for most Americans—even in retirement! At Building Blocks Financial, our goal is for you to keep as much of your hard-earned income as possible. That is why understanding how your money is taxed is crucial to your financial decisions.

Throughout the course of the year, we look for opportunities to manage your tax bill, not only for the current year, but we plan ahead to minimize your tax burden for years to come. This may include rollovers and Roth conversions of retirement accounts, as well as, charitable gifting and legacy planning strategies to maximize tax efficiencies in your lifetime and beyond.

We maintain an up-to-date understanding of current tax laws through education and our strategic partners, such as Clarity to Prosperity and the Tax Management Journey, to help maximize the tax efficiencies of your assets. In addition, we offer professional coordination with CPAs and tax professionals for advanced planning cases.

  • Roth Conversion Bracket Bumping
  • Annual Tax Harvesting Strategies
  • Income Tax Reduction Strategies
  • Estate Tax Reduction
  • Collaboration with CPA
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