Tax Planning

It’s said that only two things are certain in life: Death… and Taxes!
And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Tax Planning is the key to successfully and legally reducing your tax liability. Go beyond your “tax compliance in Texas” searches with Green & Deckert. We proactively recommend tax-saving strategies to maximize your after-tax income. Enhancing our mastery of the current tax law, complex tax code, and new tax regulations is a top priority.

Strategic Tax Planning in Lubbock & Lucas, TX

Without careful planning, you could end up with a higher tax bill in retirement than pre-retirement. Our tax planning services aim to help keep taxes low today and in retirement.

Asset Location

Matching different types of investments with the most appropriate type of account: IRA, Roth, or non-qualified.

Charitable Giving Strategies

Optimizing tax savings for your charitable gifts.

Annual Tax Return Analysis

Annual review of your tax return to identify short-term and long-term tax optimization strategies.

Coordination & Timing of Income Streams

Analyzing your choices for Social Security, Pensions, Required Minimum Distributions, etc. in order to create a personalized plan to fit your needs.

Diversifying across tax wrappers

Utilizing a combination of Traditional IRA/401k, Roth IRA/Roth 401k, and Non-qualified/Taxable accounts.

We are licensed and highly qualified to provide tax advice and tax planning services.

What Sets Green & Deckert Apart From Other Advisors

Each of our financial planners participates in a minimum of 40 hours of continuing education every year. Approximately half of these hours are spent learning tax law updates while the other half are spent on financial planning topics.

We stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.

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