Tax Guidance


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Good financial strategy includes tax consequence as a component of outcome. Capital gains, dividends and retirement income all have tax consequences. As a result, Tudor offers investment tax analysis and discussions with your tax advisor. 

We are experienced in tax deferral strategies, retirement plan opportunities and other tax reduction methods. When it is time to develop a retirement accumulation plan, implement a retirement rollover, or determine retirement income ranges and tax consequence, we’re here to provide answers.

Tudor can provide tax guidance on an annual basis, and our professionals can communicate effectively with your tax professionals to assure that they are familiar with your tax circumstances. ​​​​​​​