Keeping What You Earned

At Hughes Retirement Group, we believe that tax strategies are a large part of your investment strategy. By developing a clear understanding of your financial goals and objectives, risk tolerance, and income needs and sources, we can develop an investment plan that can help minimize your tax burden while allowing you to keep more of your hard-earned money.

We do this by guiding you in the utilization of tax-advantaged accounts, deferring and structuring income and utilizing tax-efficient investment strategies. All of this is done on an individual basis as it relates to your specific financial situation and goals.

Tax strategies should not only assess your tax situation in the present and at retirement but also look towards the future. Tax laws, tax brackets and tax breaks can change over a given period of time and could possibly have a huge effect on the income you maintain during your retirement years. Our process is designed to help reduce your exposure to tax-related risks.

It’s important to note that tax planning should always be done in compliance with applicable tax laws and regulations.

Neither the firm nor its agents or representatives may give tax or legal advice. individuals should consult with a qualified professional for guidance before making any purchasing decisions.