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Tax Planning

The advisors at Independent Investment Advisors provide tax advice to minimize your tax bill to the IRS. To fully realize your financial goals, we believe a well planned tax strategy is critical. Our main objective is to minimize our client's overall tax liability whenever and wherever possible.

A thorough review of a client's income tax returns, plays a large role in the strategic planning as it relates to retirement income and how it is taxed. There are many sources of incomes that retirees receive and Independent Investment Advisors assist their clients with tax strategies to keep the tax bill as low as possible. We'll strategize to reduce taxes on the retirement income you receive such as:

  • Social Security Benefits
  • Pension Income
  • Annuity Income
  • 401(k) Distributions
  • Trust Distributions
  • Required Minimum Distributions
  • Dividends

At Independent Investment Advisors, we are dedicated and committed to providing our clients with tax planning solutions to reduce and possibly eliminate their overall tax burden.

* Tax planning is provided exclusively as services of Independent Investment Advisors, not as services of JWCole Financial, Inc. or J W Cole Advisors, Inc.