TAX STRATEGIES
Paying too much tax hurts.
As an advisor, an important part of our value proposition is to identify strategies that will help you minimize the amount of tax you pay.
That’s where we can help.
Our Tax & Retirement Services (TRS) team identifies tax challenges that clients may face and provides easy-to-understand solutions, which you can understand.
Tax Managed Investing – Strategy #2
Fighting the Clawbacks –Reduce Line 234
Clawback Calculator
Dividend income is the least “income friendly” to retirees because the grossed-up amount is reported on their tax return. Although the dividend tax credit provides preferential tax treatment, the grossed-up amount exaggerates the total income on line 234.