Tax Planning

Tax Planning for the Present and During Retirement

Safe Landing Financial’s tax planning focus is to minimize taxes in the present and during retirement. We accomplish this by evaluating:

    • Where to put additional savings to maximize your finances (ex. HSA vs. Roth IRA vs. 401k vs. 529 plan vs. Trust account)
    • Roth Analysis (Roth IRA contributions, Roth conversions, etc.)
    • Cash-flow planning to better manage and minimize taxes (ex. Income, Social Security, pensions, required minimum distributions, tax-efficient retirement income distribution etc.)
    • Investment strategies (ex. Long-term vs. short-term capital gains, tax-loss harvesting, asset location, etc.)
    • Annual gifting strategies (ex. College planning, lessening estate planning burden, etc.)
    • Charitable Giving Strategies (ex. Donor-advised funds, qualified charitable contributions, etc.)

Tax Planning - Los Angeles Financial Advisor

Staying On Track

Tax laws change all the time and have significant implications. You might be paying more taxes if you’re not aware of these changes. How you earn, save, spend, and invest your money impacts your tax return. That’s why Safe Landing Financial uses advanced planning software to evaluate cash flows and minimize taxes.

We stay up-to-date with tax laws and can work directly with your CPA to help make your financial life run more smoothly.

Tax Planning - Minimizing Taxes During Retirement

Want to learn more about minimizing taxes in the present and tax planning for retirement?


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Best Charitable Giving Strategy for Your Unique Situation

Kitces.com: Tax-Efficient Spending Strategies From Retirement Portfolios

Kiplinger: Paying Taxes Wisely: A Fresh Look at Tax-Efficient Withdrawal Strategies

Nerdwallet: How to Do a Roth IRA Conversion in 3 Steps

Fidelity: Asset Location


A complimentary 4-step process sharing how to minimize
taxes, optimize investments, and enjoy retirement on your terms.

This process is designed to help you evaluate our services
and make an informed choice for planning your financial future.