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Woodbury, New York

137 Woodbury Road,

Woodbury, NY 11797

Retirement Planning Strategies

Reducing your tax liability as a retiree is important for getting the most out of what you have worked all your life to earn. What you owe in taxes as a retiree is often a function of taking full advantage of deductions, credits and exemptions. We help to create a strategy of matching income (distributions from retirement plans) with deductions in the same year in order to lower taxes in that or the following year. We search for opportunities to take full advantage of special tax credits for persons 65 or older.

It may be advantageous to maintain your income within certain limits to qualify for state and federal benefits.

Our planning strategies include planning to reduce tax liability in current and future years for you and your family. Regardless of whether you are about to retire or have already done so, we can help you take steps now to ensure that you get the most out of your retirement plan, Social Security benefits and savings.

We Can Also Assist You With:

  • 401(k) distributions
  • Pension and annuity income
  • IRA distributions
  • Social Security benefits
  • Life Insurance
  • Long Term Care Insurance
Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.


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