For the individual with pensions and financial assets located both in the United States and abroad, retirement planning becomes a complex maze of U.S. domestic tax, foreign tax, tax treaties, and the more fundamental concern of receiving sound financial advice from an advisor who understands the issues involved.
The Wolf Group fully integrates international tax and retirement planning to address the concerns of our clients with U.S. and cross-border retirement assets. Our retirement planning and investment approach is built on tax efficiency and broad diversification. Our retirement planning services include:
- Pension Plan and Lump-Sum Analysis
- International Tax Planning and Analysis
- Asset Allocation
- Long-Term Orientation
- Gift and Estate Tax Planning
- Cost Sensitivity