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Tax Planning for 1099 Income in Retirement
Earning 1099 income — whether from consulting, freelancing, or business ownership — opens unique opportunities and challenges when it comes to taxes. At Cope Private Wealth, we help independent earners build proactive tax plans that maximize deductions, manage estimated payments, and integrate tax-efficient investing.
Whether you’re a small business owner or an independent contractor, we’ll design a personalized plan to help you keep more of what you earn while preparing for long-term success.
Why Work with Cope Private Wealth
We help 1099 earners navigate complex tax rules with clarity, offering strategies to simplify your financial life and protect your future.
Take Control of Your Retirement
Discover personalized strategies designed to help you plan, invest, and protect your wealth with greater confidence.
Phone:
205-536-7771
Email:
clientservices@copepw.com
Address:
2000 Southbridge Parkway, Suite 625, Birmingham, AL 35209
Cope Private Wealth is an investment adviser registered in Alabama and Texas and able to provide advisory services to clients in these states and other jurisdictions as permitted by exemption.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA®," and "Certified Private Wealth Advisor." Use of CPWA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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