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Investment Advisors Specializing in IRAs, Retirement
Plan Distributions and Estate Planning Securities
offered through LPL Financial
We can help you with your taxes

Taxes in Retirement

Planning now can help minimize your tax liability in retirement.

It is highly likely that you will receive income from Social Security and take distributions from pensions, annuities, IRAs and other retirement plans you may have in your retirement portfolio.

We can help you to plan for anticipated tax liability that will arise from distributions from the following sources:

  • Social Security
  • Pensions and Annuities
  • 401(k)
  • IRAs

Let us help you understand how planning now can help reduce your tax liability. Call 518-782-0209 to speak with a CAP COM Financial Service Representative or schedule an appointment today!