(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.”