Tax Planning

Keep More of What’s Yours.

Taxes should not be thought of only in April. We believe in proactive planning and implementation to help you keep more of what is yours.

We use institutional tax software to create a concise tax report so you can easily visualize your taxes and see how forward-looking strategies will impact you. We then coordinate with you or your accountant to implement.

Key tax considerations for our clients:

✓ Optimizing investments for for tax-efficiency

✓ Deciding which accounts to draw from first in retirement

✓ Evaluating where a Roth conversions makes sense

✓ Giving to charity more tax- efficiently

✓ Optimizing traditional vs. Roth 401(k) contributions

✓ Medicare surcharge planning and appeal