The deadline for filing your taxes is right around the corner on April 15. Although most of us have filed taxes for decades, retirement can change things. Social Security benefits and withdrawals from certain types of retirement accounts potentially could affect your tax bracket.
If tax season has stirred up questions about your financial plan, call us. We’ll work with your tax professional to address your concerns, so you can get back to enjoying your life. Schedule a visit with us or give us a call at 504.832.9200.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our firm does not provide tax advice.