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I help answer tax questions like:
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How do my investment decisions affect my tax bill?
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When might tax rates go up?
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Should I convert my Traditional IRA to a Roth IRA?
I will help you consider possible tax planning strategies to potentially reduce the taxes you will pay over the course of your life, such as:
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Considering Roth versus Traditional IRA Contributions
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Considering Roth Conversions
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Charitable Giving Strategies, such as Donor Advised Funds and Qualified Charitable Distributions
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Asset Location
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Tax-loss Harvesting
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Retirement Distribution Planning
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I will also gladly work with your CPA or accountant to coordinate all of this for you.
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To learn more about how tax planning may improve your financial outcomes, book a complimentary Zoom meeting below.
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