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 contact us today!