Tax Planning Tailored to Your Needs

Tax Strategies

Tax Planning Services in Huntsville, AL and Brentwood, TN

At WG Financial Group, we collaborate with trusted CPAs and tax professionals to integrate effective tax strategies into your financial plan. While we don’t prepare tax returns or provide direct tax advice, we help uncover opportunities to optimize your tax efficiency. From delaying Social Security to Roth conversions and gifting appreciated assets, our strategies are designed to reduce your tax burden and enhance your retirement plan.

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Help Maximize Tax Efficiency

Your pre-retirement years offer valuable opportunities to save more efficiently. For those in lower tax brackets early in their careers, contributing to after-tax or Roth accounts can be a smart move. As your income grows, shifting to pre-tax contributions can help reduce your taxable income. Our team of CERTIFIED FINANCIAL PLANNER® professionals will analyze your unique situation to recommend the best approach for you and your family.

Pre-Tax vs. Roth: Finding the Right Balance

Every individual and family has a unique “Order of Operations” for saving and withdrawing funds. Whether you’re deciding between pre-tax and Roth contributions or planning your retirement distributions, we’ll guide you through strategies that align with your goals and help to maximize your savings.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

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