Income Tax Planning

Whether you are a business owner or an employee, funding a retirement plan can help you defer taxes. For many business owners the choice is obvious: give the money to the IRS or fund a retirement plan for you and your employees.

It’s not what you make; It’s what you keep. That’s what links financial planning and income tax planning. We work closely with CPAs to help determine what makes sense for you.


Think about these questions…

Are you investing in tax-advantaged or tax-deferred investments?

Asset location is important. For example, taxable bonds may best be located in a tax-deferred account.

Should you consider tax-free investments?


Let’s build something together.


“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.”  

Judge Learned Hand, Gregory v. Helvering


Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and KL Wealth Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NJ, NM, PA, SC, and VA. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, KL Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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