Retirement Tax Assessment
Don't let Uncle Sam steal your retirement.
Working with a team that understands tax strategies can make a meaningful difference in your retirement. This 3 minute assessment may help you identify tax topics to discuss with an advisor.
What the assessment looks at.
It is not a generic checklist. The questions branch on how you are set up, whether you own a business, and how close you are to stopping work.
Whether your CPA and advisor plan together before year end
Roth conversions, and how much of your savings is in Roth
Turning market dips into tax savings
Giving appreciated investments, donor-advised funds and QCDs
Using an HSA as a retirement account
A tax plan for stock options, RSUs and company stock
How your investments have done against the market, after costs
Retirement plans that let business owners save much more
How your business is taxed, and the state election many owners miss
About Heirloom
Built the way a wealth firm should be built.
Heirloom is an independent, SEC-registered wealth management firm and tax practice under one roof. We built the firm the way you'd want one built if you were starting from scratch: no fee-sharing with a parent company, no proprietary products we're pressured to sell, no conflicts of interest we have to explain away.
Your advisor at Heirloom is your financial quarterback. Investments, taxes, retirement income, estate planning, insurance, charitable giving. All of it, coordinated.
We've published 10 years of third-party audited performance because we think you should be able to verify what your advisor tells you. Most firms won't do that. We think that tells you something.
- SEC-Registered Fiduciary
- 10 Years Third-Party Audited Performance
- Wealth + Tax Under One Roof
About ten questions and three minutes.
Take the assessmentOr book your Retirement Tax Risk ReviewNo cost, no obligation, and we don't ask for account numbers.
This assessment is educational and is not individualized tax or investment advice.
Retirement Tax Risk Review
Book your Retirement Tax Risk Review
Already took the assessment, or would rather talk it through? Pick a time and we will go through your situation with you: your accounts, your most recent tax return, and the topics you would like to discuss.
No cost, and no obligation to become a client.
What to bring: Your most recent tax return and account statements, if you have them handy. Not required to book.
Finding open times...
Already working with Heirloom? Contact your team here.
This assessment is educational and is not individualized tax or investment advice.