The Success Inventory by The Patrick Group.

Tax planning

Planning for retirement is hard enough. Don’t try to do it without knowing the tax benefits available to you. It's important to start early so that your money has a chance to work for you in an IRA, 401(k),  or other qualified plan. 

Other tax advantaged instruments are available to help you save for your children’s education.

Your Stage 2 Advisor can identify the right tax planning options for you and work with your tax advisor to ensure that they are properly implemented.

Selected Tools:

  • IRAs and Roth IRAs
  • 401(k) and Other Qualified Plans
  • 529 Plans

The above tools, techniques and resources are listed as examples. Your Stage2 Advisor will work with you to identify the right strategies for you depending on your specific life goals and financial goals.

Neither Stage 2 Planning Partners nor NFP Securities, Inc. offer tax advice.  Please consult a tax professional regarding your specific circumstances. 

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    Stage 2 Planning Partners
    20 Kimball Avenue, Suite 201
    South Burlington, VT 05403
    Tel:802-846-1264
    Fax:802-846-1269
    Email: info@stage2planning.com

    Stage 2 Planning Partners
    4 British American Blvd.
    Latham, NY 12110
    Tel: 518-608-8939
    Fax: 518-640-2164
    Email: info@stage2planning.com

    Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
    of NFP Securities, Inc. a Federally Registered Investment Advisor
    Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
    National Financial Partners Corp., the parent company of NFP Securities, Inc.


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