Tax Optimization

An optimized tax strategy can have a meaningful impact on your financial future. Our unique team-based approach means your advisor is supported by our in-house CPA and tax subject matter expert. We stay current with respect to tax, estate, and other regulatory changes and opportunistically seek out ways to apply them to your situation. Annually, we’ll review your income tax return and look for tax planning opportunities.

We may employ a number of strategies, such as:


Backdoor Roth Contributions

Qualified Charitable Distributions (QCD) of a portion of your RMD


Capital Loss Harvesting

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