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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 can work jointly with your accountant in an attempt to maximize available tax saving strategies.

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!

I'm Ready To Thrive

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, and overall objectives. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Thrive is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.