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Tax Planning

Uncle Sam is our partner in life whether we like it or not. Therefore, growing your wealth involves year-round tax management. At Thrive, we do not file tax returns, instead we jointly work with your accountant to make sure you maximize every available tax saving strategy.

Here are a few examples: 

  • Tax loss harvesting
  • Asset location planning 
  • Back door Roth IRA 
  • Qualified plan maximization 
  • 529 (college savings) plans
  • Traditional IRA contributions
  • Charitable giving 
  • Tax managed investment solutions

By having frequent tax saving conversations, you'll put yourself in a better position to save on taxes and avoid surprises. 


To learn more about how you can reduce your tax bill, please contacting us today.