Asset Location – determine whether a particular investment is best to hold in a taxable or tax deferred account.
Choose investment vehicles such as ETF’s or other passive options, that help reduce unnecessary taxable consequences.
Determine the most tax-efficient manner in which to distribute retirement assets.
Design an Accumulation strategy for clients still working, that could entail leveraging ROTH 401k’s, ROTH IRAs, Health Savings Accounts, or other retirement savings vehicles, to reduce, defer, or possibly eliminate taxes on your investments.
Evaluate pairing a Charitable Gifting Strategy with a ROTH conversion, to boost tax free accumulation, and offset taxes owed in doing so.