Your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay expenses.
Let us show you how to apply the tax code in an organized and efficient way, and when to tap different accounts so you don’t overpay taxes.
- Capital gain tax
- Carry forward losses
- Charitable trust tax benefits
- Cost-basis reviews
- Deductions & credits
- Early withdrawals
- Estate tax
- Gift tax
- Mutual fund profits & taxes
- Net investment income tax
- Potential Roth conversions
- Required minimum distributions
- Retirement plan limits
- Retirement plan taxes
- Review realized gain
- Tax-advantaged alternatives
- Tax-advantaged investments
- Tax deferral
- Tax-free investments
- Tax harvesting
- Tax strategies for retirement plans
