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Tax
Most tax content is a report on decisions already made. These are about the window when you can still change the answer.
Tax planning at Monument Group happens year-round and in-house through Monument Group Tax Advisors. Because the same team manages investments and coordinates the estate plan, strategy is built into decisions before they are made — targeting lower lifetime tax rather than a lower bill in any single April.
How we help
Tax Strategy & Preparation
Proactive tax planning and in-house preparation to optimize after-tax returns and minimize lifetime tax liabilities.
Learn moreRetirement Income Planning
Using sophisticated tools, we help you determine sustainable withdrawal strategies designed to support decades of spending, and to hold up through market volatility.
Learn moreEstate & Legacy Planning
Your financial plan, coordinated with the legal work of our affiliated law firm, so that wills, trusts and beneficiary designations all point the same way.
Learn moreReading on tax
All articles
A Note on the New Tax and Policy Bill
July 8, 2025
Which Five Tax Strategies Play a Pivotal Role in Retirement Planning?
February 21, 2025
What’s in the SECURE 2.0 Act?
January 20, 2023
Understanding Tax Scams
February 14, 2022
Reduce Your Tax Burden with a Qualified Charitable Distribution (QCD)
October 24, 2018
Tax Benefits of Homeownership After Tax Reform
August 22, 2018
Presidential Candidates’ Tax Proposals
August 26, 2016
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