Along with healthcare, taxes can have a significant impact on your retirement income, your retirement investments, and the transfer of assets once you have passed away. We will coordinate our advice with your current tax professional or provide you a referral to one of the several, highly qualified CPAs in the area. A Covenant advisor will work with you to develop income and investment plans that meet your current tax needs.
But the real impact of taxes may be years down the road. While we can not know what the tax rates will be in the future, our advisors have the tools to help you control when and how you pay your taxes and work to minimize your future tax burden.