Broker Check

I Can Help Lower Your Tax Burden

January 03, 2021
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We all know that feeling when April rolls around each year: “I NEED to lower my taxes!”

The good news is that there are some strategic planning strategies that can help. As part of our planning process, we work with our clients to evaluate the taxable consequences of their investments and recommend changes to help them save.

Here are two ways we can help:

Reduce Taxable Income with Investment Selections: Are your interest-producing investments inside tax-free or tax-deferred retirement accounts? You also can own capital gains and qualified dividend-producing investments outside of retirement accounts where losses can offset gains. Sound confusing? It’s actually a simple evaluation and might even be an easy adjustment!

Tax Efficient Investing: Some investments are more tax-efficient than others. It’s important to make sure you’re taking advantage of the right allocation to meet your goals while also being tax conscious. Each investment portfolio is different and we can help you identify the best options for you.

Yes, we all have to pay taxes, but thoughtful financial planning can positively impact both your life and your tax burden. If you want to discuss your investment tax strategies, let’s connect soon. Anytime you want to meet, catch up and make sure you are getting every benefit out of our relationship, please let me know.