Our comprehensive wealth management approach includes evaluating your composite income sources against your tax liability landscape. Through this inclusive perspective, we can best determine your tax situation and provide you with strategies that may help minimize your tax obligation, such as yearly tax-loss harvesting to offset taxable gains.
The goal is to minimize your taxes, so you have more money to do the things you want to do in retirement. We do this by turning on and off flexible sources of income, including retirement accounts, return of basis, interest and dividends, capital gain/loss, pension and Social Security, and earned income.