TAX-EFFICIENT SOLUTIONS

April 15 can be a dreaded day, or a celebrated one. Mills Financial 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. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. 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.

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  • RON & KYLE MILLS

    Alma: 989.444.9067
    ​Boyne City: 231.582.0964
    Houghton Lake: 989.444.9067
    Fax: 231.582.0965

    P.O. BOX 92 
    335 SILVER ST. 
    BOYNE CITY, MI 49712

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