facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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 contact us today!

I'm Ready To Thrive