Tax Minimization Checklist - Bernicke Wealth Management

Learn why you may be able to retire earlier than you think.

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Tax Minimization Checklist

Bernicke Education Center

Tax Minimization Checklist

Tax Minimization Checklist

Effectively managing taxes on an annual basis is a key component as it applies to retirement. This checklist includes items to consider before you or your spouse’s retirement date, such as:

  • How to protect against increasing taxes in the future.
  • The power of using a Health Savings Account when possible.
  • The importance of limiting Modified Adjusted Gross Income prior to age 65.
  • Developing a tax-efficient strategy for charitable contributions.
  • The importance of developing a long-term tax minimization strategy.

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Checklist Tax Minimization

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.