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Tax Minimization

Tax Minimization

Advanced planning to address current and future taxes.

Our advisers develop and monitor tax-sensitive financial strategies designed to help control current and future tax implications. Our tax planning and CERTIFIED FINANCIAL PLANNER™ professionals work collaboratively with your financial professionals to help create a coordinated tax minimization plan.

Tax Minimization Resources

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

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New Tax Laws Open Doors for Pre-Retirees

Ty A. Bernicke, CFP^®

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

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Headwinds Facing America's Wealthy

Ty A. Bernicke, CFP^®

Many believe that the ability to preserve wealth will be increasingly difficult in the future. These concerns stem from…

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Three Tax Buckets

Angela M. Carstens

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

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Creating a 10-Year Tax Minimization Strategy

Ty A. Bernicke, CFP^®

The years leading up to retirement are frequently filled with a number of tax opportunities that, if not implemented…

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How to Get Your Investments Working for You, Not the Tax Man

Stephen B. Poynter

Regardless of how far away you are from retirement, you can be taking steps now to save possibly many thousands of…

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Develop a Tax Sanctuary - The Two Pocket Exchange Strategy

Ty A. Bernicke, CFP^®

One frequent and costly tax mistake our firm witnesses can easily be avoided by repositioning an investor’s assets…

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