Tax Planning

It’s important as a retiree to ensure you’re taking your retirement income from the most efficient area of your nest egg.  Our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our comprehensive services at The CJ Berry Group we help develop strategies to minimize taxes in retirement.  We will find ways for you to minimize your taxable income while also building long-term solutions that may lead to even greater tax help down the road.