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Tax Planning for Retirement

At Harlow Wealth Management, we have combined our tax planning services with investment advisory services to make sure you have a retirement plan that maximizes your investments while minimizes the impact of taxes. We do this by providing you access certain in-house advisors who hold a qualifying license, such as a CPA (please visit our About Us page to see which advisors hold a qualifying license). This is especially important when it comes to strategizing for retirement because taxes can have a substantial effect on your retirement income.

Our advisors don’t just look for ways to reduce taxes at the end of the year; they search for and plan tax-minimizing strategies throughout the year. Taking advantage of these methods will help you avoid overpaying taxes during the year and keep you from having to pay more on your yearly return.

Tax planning is more than looking for deductions on a tax return. It includes taking out retirement income in a way that minimizes tax impact, taking out Social Security at the optimal time, protecting your assets, and minimizing the impact of estate taxes.

With professional tax planning, you can benefit from the following:

Taxes in Retirement

During your working years, tax planning is less of a concern. This is because while you’re contributing to your nest egg, your taxes are largely deferred. Tax planning becomes more of a concern in retirement because you begin withdrawing those funds. Withdrawals often trigger taxation. Every dollar of income you’ve saved has a cost. The true cost of not incorporating tax planning into a retirement strategy can be devastating to retirement funds and dreams. Don’t lose valuable tax deductions or become limited to taking the standard deduction, call Harlow Wealth Management today.

Let Harlow Wealth Management Help You with Your Taxes

Careful tax planning for retirement investments is important both before and after you retire. Our advisors keep an eye on your funds, looking for ways to save you money no matter where you are in your investment plan.
Let our tax-and-retirement advisors maximize your investments while minimizing taxes. Take advantage of this opportunity to create a stable retirement plan today. Call Harlow Wealth Management at (800) 782-2136 to set up a free, no-obligation consultation. Your retirement should be a time to look forward to -- let our advisors help you develop a sound financial plan.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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Harlow Wealth Management, Inc. is a SEC Registered Investment Adviser and an insurance agency registered with State of Washington and other states, who have not verified nor endorsed the statements on this site. Harlow Wealth Management may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.

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The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.