Tax Planning

“Everyone has a tax plan for their money. It might be the IRS’s plan, or one you put in place yourself.”

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It's not what you earn; it's what you keep. Yet many retirement plans are built around growth, with less focus on the tax impact of turning assets into income. From our office in Hingham, we help South Shore retirees, from Plymouth and Pembroke to Weymouth and Scituate, keep more of what they’ve saved through proactive, multi-year tax planning, especially in the lower-income window between retirement and Required Minimum Distributions.

What We Do

  • Get ahead of Required Minimum Distributions before they hit
  • Draw from your accounts in the most tax-efficient order
  • Manage income to avoid Medicare premium surcharges (IRMAA)
  • Make charitable giving more tax-efficient

Why Book a Meeting?

Tax planning is forward-looking, and the biggest opportunities have deadlines. The sooner we map your strategy, the more years we have to lower your lifetime tax bill, not just file last year’s.

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Legacy & Estate Planning

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Investments & Wealth Management

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Retirement Income Planning

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Health Care & Long-Term Care

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Disclosure

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 6034751 - 10/26

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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of South Shore Retirement Services is stated or implied. Retire South Shore Radio is a paid placement. Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements. 6034751 - 10/26