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Tax Planning

Tax-loss harvesting is longtime strategy used generally toward the end of the year. For investments held in taxable accounts, this can be a way to take advantage of positions that have experienced a loss and allow the tax savings to offset gains elsewhere.

Tax planning can be utilized in all of the following:

  • Back door Roth IRA 
  • Qualified plan maximization 
  • 529 (college savings) plans
  • Traditional IRA contributions
  • Charitable giving 
  • Tax managed investment solutions

More useful information can be found HERE or to speak with us about how tax planning can help your financial future