ALLEN TAX PLANNING

Our mission is simple - to maximize your retirement assets through proper retirement income distribution planning using the latest tax law and financial planning strategies. In combination with our sister firm, Wealth Management Associates, using their investment planning services we can integrate the plans to help you achieve your retirement goals... We specialize in clients nearing retirement (5 to 10 years out), and clients currently enjoying retirement. We provide proactive concepts and strategies to keep more of what you earn, and maximize the use of what you have - without resorting to "grey areas" or questionable tactics... Our keystone service offered to folks approaching retirement or who are already in retirement. Using the latest in tax strategy planning, determines when to claim Social Security, when to draw down your retirement savings, when and how much to convert to Roth IRA, and much more.

Primary location: Folsom United States