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Anaheim Hills, CA 92808
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Possibilities: Tax Planning


By viewing your current and past tax returns, you may find ways to reduce what you owe next year, as well as reduce future taxes for your loved ones when you pass.

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Make the Most of Your Financial Future

Taxes are a significant annual expense that impact everyone, regardless of age or income. At WMS Retirement Solutions, we offer tax planning as part of our financial services. That sets us apart from other firms that focus only on asset gathering. Our clients benefit from comprehensive planning, which includes tax strategies.

Tax-Efficient Portfolio Management

A thorough understanding of your tax situation allows us to discuss different approaches, which may lead to a more tax-efficient investment strategy.

Retirement Optimization

Comprehensive knowledge of your tax situation provides a better understanding of the role each of your retirement accounts plays in your overall financial strategy.

Tax-Sensitive Withdrawal Strategies

Taxes are one factor to consider when withdrawing money from your retirement accounts. We can help visualize why tax management is critical when making withdrawal decisions.

Ongoing Tax Management

Tax laws and regulations are constantly changing. By reviewing your tax returns periodically, we can help with adjustments in your financial strategy that may help address new laws and regulation.

Tax Efficiency In Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans will be financing your retirement.

FREE 2026 Tax Planning Whitepaper

Tax planning has never been more important for those approaching or living in retirement. Changes in tax laws, rising national debt, and the potential for higher future tax rates mean that many retirees could unknowingly give up a significant portion of their savings to taxes if they don’t plan ahead.

We've prepared this 2026 Tax Planning White Paper to help pre-retirees and retirees understand the strategies available to help reduce taxes on retirement income, protect wealth, and preserve more of what they’ve worked so hard to build. Download this guide to learn how thoughtful tax planning can help you retire with greater confidence, clarity, and financial peace of mind.

CLICK HERE FOR FREE WHITEPAPER

Federal Income Tax Calculator

Albert Einstein was attributed as saying, "The hardest thing in the world to understand is the income tax." Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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