Taxes Are the Biggest Expense In Managing Your Portfolio
We understand it is what you keep after income taxes that counts - not what you make. To help you keep more of what you earn we utilize income tax saving strategies.
Tax-Efficient Asset Location
Allocating assets across various accounts- taxable, tax-deferred and tax-free- to be more tax-efficient.
Direct Indexing with Tax- Loss Harvesting
An enhanced equity index strategy that matches an index's performance on a pre-tax basis and through tax-loss harvesting outperforms on an after-tax basis
Concentrated Stock Strategies
Strategies to diversify a concentrated stock position while reducing the amount of income taxes on the sale.
Private Placement Variable Annuity
A PPVA is a low-cost investment only vehicle that defers income taxes on your investment gains until the money is withdrawn.
Trust Tax Situs
A smart way to reduce your income taxes on a trust is to transfer it to a situs with no state income taxes such as South Dakota and Delaware.
Tax-Efficient Distribution Strategies
Your strategy for withdrawing your retirement assets is as important as your strategy for accumulating them