Tax Minimization Resources

Resources related to minimizing taxes now and in the future, reducing tax exposure, and tax planning.

  • Develop a Tax Sanctuary - The Two Pocket Exchange Strategy

    Ty A. Bernicke CFP® | Posted:

    One frequent and costly tax mistake our firm witnesses can easily be avoided by repositioning an investor’s assets. This means shifting your retirement savings from tax-inefficient investments to tax-efficient investments. At our firm, we call this technique “The Two Pocket Exchange Strategy” as it

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  • New Tax Laws Open Doors for Pre-Retirees

    Ty A. Bernicke CFP® | Posted:

    These strategies have become more appealing to those who will be recognizing tax decreases as a result of the new tax legislation.

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  • Three Tax Buckets

    Posted:

    Imagine you had to fit all of your investments into one of three buckets: The Taxable bucket; the Tax-Deferred bucket; or the Tax-Free bucket.

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  • Creating a 10-Year Tax Minimization Strategy

    Ty A. Bernicke CFP® | Posted:

    The years leading up to retirement are frequently filled with a number of tax opportunities that, if not implemented, can never be recaptured.

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