Tax Strategies

We’ll work with you to develop a tax strategy.

One part of planning for your retirement is determining your current and future tax liability and developing a tax strategy to help minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to transfer to your heirs and beneficiaries. We recommend taking steps to ensure that your customized retirement plan is able to take advantage of any possible tax credits and deductions to help maintain what you’ve worked hard to save.

Utilizing the help of certified public accountants can be important to your retirement plan. Such a team can help monitor tax law changes specific to your retirement planning, provide sound and dependable tax strategy recommendations, and serve as your advocate in tax matters.

Financial Concepts, Inc. does not offer tax planning services.

Jeffrey Bird and Ronald Bird offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Financial Concepts, Inc is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jeffrey Bird and Ronald Bird, independent agents. Financial Concepts, Inc, Jeffrey Bird and Ronald Bird and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jeffrey Bird and Ronald Bird, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Jeffrey Bird and Ronald Bird, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.