Tax Planning

Taxes are often a large expense and can be a big drag on your current and future income. However, through proactive planning and collaboration with your tax advisor, we will seek opportunities to lower your tax bill now and in the future. 

Tax optimization can be accomplished through: 

  • Retirement Plan Contributions
  • Health Insurance and Health Savings Accounts Utilization 
  • Retirement Plan Location Analysis (e.g. Taxable Accounts, Pre-Tax Retirement Plans, After-Tax Retirement Plans)
  • Roth Conversions 
  • Backdoor Roth IRA Contributions
  • Investment Asset Location (e.g. holding bonds in a taxable vs retirement account)
  • Charitable Giving Strategies
  • Business Entity Review
  • Coordination and Timing of Income Streams (e.g. Deferred Compensation Plans, Social Security, Pension, Required Minimum Distributions, etc.)
  • Annual Tax Law Change Review

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How Whole Wealth Management Paves a Path to Financial Independence

Financial planning is vital for everyone, but high-net-worth individuals have more at stake. Whole wealth management, or comprehensive financial planning, helps you preserve and grow your assets through every stage of life.

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