To develop a tax plan for your future, it's important for your advisor to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.
At Cruz Tax Advisory, LLC, we offer or can refer you to professionals providing the following services:
• Required Minimum Distribution Calculations
• Joint Life Expectancy Calculations
• Roth Ira Conversion Strategies
• IRA, 401k, TSA(403b), Simple, Roth IRA's and SEP tax calculations for estate taxes
• Other tax reduction strategies
To schedule a time to discuss your retirement future contact us at info@reycruztax.com or call us at 630-897-0333 ext. 233.
