tax planning

Tax planning and tax strategies can significantly impact your finances. At Goodwin Investment Advisory we know that navigating the constantly changing tax landscape can be daunting. We also know that tax sequencing distributions of investment account tax-types can dramatically improve outcomes in your retirement years. Therefore, it’s important to accumulate wealth in different tax-advantaged accounts to have those options in the future.

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tax planning

tax efficiency

Tax planning is the analysis of a financial situation or plan from a tax perspective for the purpose of ensuring tax efficiency. At Goodwin Investment Advisory we partner with multiple Certified Public Accountants (CPAs) to serve a multitude of tax needs and we provide guidance as you navigate all the elements of your financial plan so that they can work together in the most tax-efficient manner possible despite the ever changing tax landscape. We help you make the best decisions for your wealth in collaboration with your CPA. We partner with CPAs (including yours) and review your recent tax returns to identify potential savings.

identify potential savings

We want to help you save money on taxes in the future. We can help you by reviewing your recent tax returns and identifying potential savings opportunities you can implement on this year’s tax return. We want to help you maximize your wealth in any way we can.

maximize retirement savings

At Goodwin Investment Advisory we want to help you understand the tax consequences related to your individual investments as well as maximize your retirement plan savings under the current tax law while you proactively save for your retirement.

get started

Our team of advisors would love to proactively guide you as you navigate your tax plan. In 15 minutes, Beth can get to know you and your story – your situation, goals and needs – plus, answer any questions you might have and then connect you with one of our recommended and trusted advisors.

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navigate your tax plan