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Tax-Smart 2nd Opinion

Did you know that 85% of your Social Security could become taxable in retirement based on your income levels?

Line-by-Line Tax Review Assessment

Did you know that 85% of your Social Security could become taxable in retirement based on your income levels?

It’s becoming increasingly important for high-income individuals to manage taxable income with a target tax rate in mind. You might be able to reduce your taxes on the capital gains received from your taxable accounts.

For 2020, the taxpayer in the 10% and 15% income brackets can realize long-term capital gains or receive qualified dividends without being taxed.

This year, the 15% tax brackets top out at taxable income of $75,300 for married couples filing jointly.

Find out how to keep your taxes down

At Paragon Tax Planners, we understand how your actions today determine whether or not you’ll have financial freedom when you retire.

Presented by one of our CPAs, our Tax-Smart 2nd Opinion analyzes your tax return to show you how to save in a tax-smart manner. We look at your current return and provide recommendations that will help you achieve your long-term financial goals.

The analysis also lets you know when to withdraw money from IRAs, file for Social Security, take dividends, buy and sell investments, and more. Understand your target tax bracket, minimize taxation, maximize your pension-like income. Plus, make sure you’re always Planning from a Tax-Smart Perspective TM.

Simply put, this tax-smart analysis shows you how to:

  • Reduce your taxes
  • View a cash-flow analysis of your retirement plan
  • Create tax-free income
  • Understand your tax bracket
  • See if your investment decisions negatively impact your tax return

Contact us to get started

Want to create tax-free income?

Think about your future income and goals. Let’s make it happen.

Paragon Tax Planners

Here at Paragon Tax Planners, we stand by our planning process to go the distance for your planning needs. We will always understand your unique circumstances and customize your tax solution to meet your needs. Our virtual platform serves the needs of our clients in all 50 states. Our software meets every regulatory body requirement for document transmission and document storage. We will fiercely protect your information. We look forward to helping you Plan From a Tax-Smart Perspective℠

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