There are multiple ways we help our clients reduce or manage their taxes. We utilize a tax-efficient strategy of positioning assets in accounts to minimize taxable income and maximize deductions and return on investment. We also work with our clients’ tax professionals or review our clients tax returns to ensure effective long-term tax planning strategies.

When it comes to retirement planning, we assist in retirement account funding such as contributing to a Roth Individual Retirement Account (IRA) or performing a backdoor Roth as well as evaluating and managing Roth conversions.

In the realm of portfolio management, our tax planning takes the form of tax-loss harvesting or intentionally realizing capital gains as well as managing highly appreciated stock for use in charitable giving.

How to Use Your 401(k) to Convert Only Your IRA’s Nondeductible Basis to Roth

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If you have an accepting employer plan, you could consider rolling the pre-tax funds into your 401(k) this year while converting your nondeductible basis cleanly to a Roth IRA.

13 Financial Actions to Consider During Market Downturns Like This

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Market returns are out of your control. These thirteen actions are in your control.

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