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Tax-Efficient Strategies

Ignoring the impact of taxes on your retirement planning may impact the reality of your retirement. When you retire, some sources of income (such as Social Security benefits and required minimum distributions) are added to your yearly taxable income. We understand that you worked hard for your money and want to help you keep as much of it as possible. That’s why we focus on structuring your assets to help minimize future tax implications.

Charitable Giving

We help you accomplish personal charitable inclinations and take advantage of tax-efficient strategies.

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. Aul Financial Group, LLC has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

FAQs

How do I roll over a 401(k) or another employer plan?

Your financial advisor will guide you through the strategy and evaluate what is right for your situation. Contact our office at 636-230-8824 to schedule a 401(k)-rollover consultation. Once the strategy is confirmed, our Client Services team will oversee the paperwork.

Tax documents such as 1099s are available through your custodian’s online portal. If you need help locating them or accessing your account, please contact our Client Services team.