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

• Considering Roth Conversions

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

• Asset Location

• Tax-loss Harvesting

• 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.