Tax Planning
🔍 Why do people hire us? We’re often asked, "My advisor only talks about investments, but I also need tax and retirement advice. Can you help with that?" Yes, we can. 🎯
Tax Planning
We can assist you in minimizing your lifetime tax obligations, ensuring you keep as much of your hard-earned money as possible. Examining your tax returns can uncover potential planning opportunities you might have yet to consider including Tax-Efficient Investing, Asset Location, Tax Loss Trading, Capital Gain Harvesting, Retirement Distribution Planning RMD, Roth Conversions, Charitable Giving, and Tax "Gotchas" such as Medicare Surcharges IRMAA, Net Investment Income Tax NIIT, Widow Penalty, and more.
Additionally, we can run "What If" scenarios to assess how potential changes, like adjustments to filing status, dependents, business sales, or employer stock options, might impact your upcoming tax liability. We aim to empower you with the knowledge and strategies to make informed tax decisions.
* This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax advisor.
You built your nest eggs, invested in brokerage accounts, and have 401Ks and Roth IRAs. Now that you’re retired, which account should you withdraw from first?
Discover how a smart, tax-efficient distribution strategy can make your retirement funds last longer and work harder for you.