Tax Strategy
Tax Strategy
As part of our wealth management, we develop a tax-planning strategy.
We don’t like overpaying the IRS and neither do our clients, so we help you minimize your lifetime tax liability while maximizing your wealth.
Our tax-planning strategies focus on:
- Taking advantage of possible tax opportunities when giving to charity, such as qualified charitable distributions or gifting stock
- How to reduce taxes on IRAs with large balances.
- How to avoid overpaying taxes on non-qualified accounts (i.e., brokerage, individual, joint, or trust accounts) with large balances
- How to use Roth conversions to save on taxes
- Retirement distributions, such as RMDs, Social Security timing, and advising on which retirement account to pull from first
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We’re here to help you maximize your assets and minimize your tax liabilities. Take the first step today.