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You are here: Home / Dallas Fort Worth Retirement Planners / Retirement’s Biggest Expense: It’s Taxes

May 20, 2018

Retirement’s Biggest Expense: It’s Taxes

(DALLAS-FT. WORTH, TEXAS – DFW Retirement Planners News)   Ask most people what the number one expense will be during retirement and you’re likely to hear “healthcare” or “medical expenses” as an answer.  And while health costs do increase for retirees, most people’s top expense during retirement is taxes.   During a recent broadcast of DFW Retirement Radio on 820 WBAP Radio, Britni Levensailor said that preparing clients to minimize their tax bill is a priority for her firm, DFW Retirement Planners.

Levensailor, who is host of DFW Retirement Radio and VP/Senior Planner at DFW Retirement Planners, explained that taxes in retirement can be minimized with proper planning.  She commented, “We’re always looking for ways to help our clients save on their tax bill.   From managing RMD (Required Minimum Distributions) to tax planning, we make tax planning a priority.”    Levensailor credits several ‘Strategic Partners’ of the firm for their assistance.   She added, “We have assembled a team of strategic partners that have become a real asset to both our firm and our clients.   In the area of taxes, we have strategic partners who can help our clients with tax planning and preparation.  Our clients who are business owners are sometimes able to save significantly on their tax bills as a result of our strategic partner tax team.”

Levensailor encourages anyone who has questions about taxes in retirement to visit DFW Retirement Planners for a complimentary initial consultation.  She added, “We can get together in our Dallas and Ft. Worth offices and really help someone understand where they’re at on the retirement map.  In addition to taxes, we talk about a number of areas that can help clients understand what’s important to consider when planning for retirement.   For example, we’ll do a complimentary Social Security assessment for a client to make sure that they’ve considered the best way to claim their benefits.”

For more information, click here or call 888-774-4492 (888-7-PIGGY-BANK).   DFW Retirement Radio is broadcast Saturdays from 2-3 PM on 820 WBAP Radio.  To listen live, click here.

 

 

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement, DFW Retirement Planners, DFW Retirement Planners Charity Outreach, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews, Fort Worth - Dallas Financial Advisors Tags: 888-7-PIGGY BANK, Dallas Retirement Planner, DFW Investments, DFW Retirement Planners, Financial Planner Ft. Worth, Ft. Worth Financial Advisor, Social Security, Tax Planning North Texas, WBAP Radio

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6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

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17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

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Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

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