Tax Planning
Planning Ahead, Not Just Filing
Taxes touch nearly every financial decision you make, from how you draw retirement income to how you give and how you pass on assets. We help you look ahead so this year's decisions don't create next year's surprises.
We look at how your financial decisions affect your taxes throughout the year, not just when it's time to file, so you're never caught off guard.
The order and timing of your withdrawals can make a real difference. We help you plan a tax-efficient approach to drawing retirement income.
If giving is part of your plan, we help you find tax-smart ways to support the causes and organizations you care about.
We coordinate directly with your CPA so your tax strategy and your financial plan work together, not separately.
Contact Info
103 South Main Ave
Sioux Center, IA 51250
tdejong@moneyconcepts.com
Tel: (712) 722-0278
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Multigenerational Planning
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