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Edmond
2600 East Memorial Road
Edmond, OK 73013

Stagner Financial Advisory

(855) 285-0316

 

Tax-Efficient Solutions

April 15 can be a dreaded day, or a celebrated one. Stagner Financial Advisory understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.