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Tax Management

Tax Management2024-04-16T12:43:01+00:00

Tax Planning maximizes your funds and minimizes your burdens

Many people are surprised by their retirement tax bracket. By the time retirement plans, pensions, executive bonuses, investments, Social Security and any other benefits start accumulating, it can unintentionally spike ordinary income to a higher tax bracket. Required minimum distributions can sometimes cause havoc here too.

Intelliplan Financial helps you be strategic with your tax planning and looks for ways to reduce your tax burden now and in the future.

Take Out the Guesswork

Taxing Your Retirement should be Stress Free

If you want to be a better steward of your capital or if the rising national debt, reduction and impact to taxes and retirement benefits concern you, call us today.

Intelliplan Financial advisors will help you better understand what your tax situation may look like in the future and how the decisions you make today can affect your future wealth. Your advisor will help you take action and help reduce the outside impact of the IRS to potentially generate more income in retirement. 

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INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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