Common questions and concerns:
- Am I paying too much tax?
- How can I reduce taxes in retirement?
- Is it too late to do a Roth Conversion?
Our Solution:
- Tax Analysis -- reduce your lifetime tax burden
- Are you paying too much tax?
- Manage AGI’s, tax credits, and deductions cliffs
- Create a long-term tax strategy
- Backdoor Roth conversions
- Retirement and HSA contributions
- Charitable contributions
- Tax loss harvesting
- Asset location