​Tax-Efficient Solutions

April 15 can be a dreaded day or a celebrated one.

Let’s start celebrating it together.

Johnathon T. Davis 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.

Tax Laws Change

JT Davis Asset Management stays up-to-date on the latest tax planning and potential reduction strategies for retirees.

IRAs

We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees.

RDMs

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.

Let’s Talk About Your Taxes

Taxes can get complicated and overwhelming quickly. Let’s simply your taxes and put you back in control of your finances.

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Complete the form below to schedule an introductory consultation call so we each can determine if we are a good fit for each other.