We understand that tax planning changes throughout your life and requires a constantly evolving strategy.
Our tax planning professionals understand your financial plan and tax plan are deeply intertwined. We analyze key tax planning strategies like distribution planning, Roth conversions, and tax-loss harvesting, designed to help you navigate the complex world of taxes and create efficiency within your financial plan.
We also provide referrals to qualified CPA tax preparation firms for clients who need or want assistance with their tax return preparation and other tax needs.
Disclosure: : The RMD figures that will be provided are intended to serve as an informational tool only, and should not be construed as legal, investment, or tax advice. Please consult with a tax professional about your unique circumstances. The results provided with the RMD calculations are based on the information that you provide, and are only as valid as the information provided by you. Cambridge cannot guarantee the accuracy of the calculations being provided.
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