Smart Tax Strategies

Proactive Tax Planning

Reduce tax drag. Keep more of what you earn.

At Longevity Wealth Strategies, we believe tax planning isn’t optional—it’s essential. Every financial decision has a tax impact. We integrate your tax return into your financial plan to help lower your tax burden, avoid surprises, and grow your wealth with greater efficiency.

Why It Matters

Taxes can quietly erode your returns. Without a plan, you may:

• Pay more than necessary

• Miss tax-saving opportunities

• Face unexpected liabilities

Proactive tax planning helps you preserve and grow your wealth with confidence.

How We Help

Smart, Year-Round Tax Strategy:

• Tax-Efficient Investing
  Portfolios designed with the goal to reduce tax drag and boost after-tax returns.

• Retirement Account Strategy
  Guidance on when and how to use traditional, Roth, and after-tax accounts.

• Withdrawal & Distribution Planning
  From Roth conversions to Social Security timing—we model smart, tax-aware strategies.

• CPA Coordination
  We collaborate directly with your tax preparer to ensure seamless execution.

• Ongoing Review
  As laws and life change, so does your plan. We keep it optimized.

Sharing Your Tax Return is Easy

Choose what works for you:

• Upload it via your secure client dashboard

• Drop it off—we’ll copy it and return the original

• Have your CPA send it directly—we’ll handle the coordination

Tax Planning Beyond Tax Season

We don’t just think about taxes in April. We think about them all year, so you can stay ahead—and stay focused on your future.

Note: We offer tax planning, not tax preparation or filing.