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Tax Planning: Minimize and Plan for Tax Obligations

Everyone wants to minimize the amount of taxes they pay. Ensuring that you are utilizing the right investment accounts, holding assets in the appropriate accounts, and running tax projections to optimize selling decisions can help reduce the tax drag on your investments both today and in the future

  • Running tax projections to identify opportunities to reduce taxes
  • Performing Roth conversions when it is beneficial based on household income
  • 'Tax Timing' to determine when a Roth or Traditional IRA contribution is more appropriate
  • Planning to avoid AMT taxes or utilizing existing AMT credits from previous years
  • Referrals for CPAs in your area
  • Timing sell decisions to minimize capital gains taxes and avoiding cap gains "Bump Zones"
  • Positioning assets in the correct account to minimize taxation

We are dedicated to providing our clients with the financial planning services they need to pursue their goals. Contact us today to learn more about our tax planning services.

*This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor.

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