EFFICIENT TAX PLANNING

Don’t Pay More Taxes Than You Need

When it comes to paying your taxes, it’s easier to overpay than most people think. Every year, residents in Connecticut and Rhode Island give up more than they need to because they don’t realize how many opportunities they have to save.

Efficient tax planning is not about leaving the U.S. government empty-handed. It’s about paying only what you’re required to pay. Whether you cringe every time you file or you just want to explore your options, you’ll need the help of a good financial advisor. Luckily, it’s worth the time and effort to adjust your portfolio in order to maximize its benefits. You can make the most of deferment legislation when you consult with someone who knows the tax code backward and forwards.

Find Your Optimal Tax Bill

Tumolo Financial is here to help you go over your rollovers, annuities, and any other assets you may have amassed over the years. This may mean moving your money around or rethinking the timing of your investments.

No matter the state of your current portfolio, we’ll give you suggestions and recommendations that you can take to the bank. We’ll show you how to cut out any unnecessary spending so you can nurture and grow your investments. Efficient tax planning explores every local, state, and federal law that can help you keep your money in your accounts and less in the government’s coffers.