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3500 North Causeway Boulevard Suite 1500 Metairie, LA 70002

504-831-4494
info@acaciafinancialgroup.com
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Tax Planning

Many clients lose deductions as they get older. With proper planning, we will discuss ways to help manage your distributions in the most tax efficient manner.

A strategy for reducing tax liabilities is critical for any retirement plan, including:

  • Assessing the taxable nature of your current holdings
  • IRA planning
  • Strategies to reduce your tax burden
  • Leveraging qualified money to leave tax-free dollars to beneficiaries