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Tax Planning

“The long-term goal of investing is to multiply the eggs in our basket. Most people are very focused on producing more eggs … but pay little attention to the fox that perpetually robs the hen house. … That fox is taxation.”

Storyselling for Financial Advisors
Mitch Anthony and Scott West

Particularly in transitional circumstances such as divorce or widowhood, and even when your life is rolling right along, sensible tax planning is too often overlooked in the “excitement” of the seemingly bigger events. And yet it’s a step investors ignore at their financial peril.
At Klein Financial Planning, we carefully integrate tax planning into your overall financial and investment management processes, to ensure key issues are addressed. For example, we tend to tax-wise planning related to:
  • Social Security benefits
  • 401(k) and/or pension plans
  • Roth and Traditional IRAs
  • Investment portfolio asset location
  • Estate planning

Contact Us

4299 MacArthur Boulevard
Suite 100
Newport Beach, CA 92660
Phone: 949-477-4990
Fax: 714-464-4481
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.




All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Read More >