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I help answer tax questions like:

  • How do my investment decisions affect my tax bill?

  • When might tax rates go up?

  • 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:

  • Considering Roth versus Traditional IRA Contributions

  • Considering Roth Conversions

  • Charitable Giving Strategies, such as Donor Advised Funds and Qualified Charitable Distributions

  • Asset Location

  • Tax-loss Harvesting

  • Retirement Distribution Planning

I will also gladly work with your CPA or accountant to coordinate all of this for you.

To learn more about how tax planning may improve your financial outcomes, book a complimentary, no-pressure Zoom meeting below.

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