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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 has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.