Helping Preserve Wealth Through Tax Efficient Investing
When it comes to tax efficient investments and tax efficient investing, at Financial 1 Wealth, we help you with tax planning in the current year, as well as looking ahead to your future tax burden. In fact, in many cases we use tax loss harvesting daily to save those with large portfolios literally thousands of dollars.
One of these things that make our firm very different is the fact that we have CPAs and accountants on staff, or we can work with yours. Do your financial professionals even look at your tax return? If you are not sure whether you have the right financial professional, please take a quick look at this checklist:
Have You?
- Maximized Retirement Plan Contributions?
- Identified Opportunities for Capital Gain Harvesting?
- Identified Opportunities for Capital Loss Harvesting?
- Explored All Roth Conversion & Recharacterization Opportunities?
- Reviewed RMD Timing?
- Considered Charitable Gifts / IRA Charitable Gifts?
- Reviewed Charitable Remainder Trust Opportunities?
- Maximized Annual Exclusion Gifts?
- Discussed Tax Bracket Management?
- Discussed Potential Deduction Timing?
Get a Free Tax & Wealth Review
One of the most important ways we help people—especially people with high income and high net worth—is through tax efficient planning and methodology. We have saved clients literally thousands of dollars. Watch our founder, Tatyana Bunich, discuss these important topics:
Offsetting Stock Gains for Tax Efficiency
Learn about tax-loss harvesting using an Apple stock example, and how the wash rule works and can be applied.
Using Charitable Contributions
How to make a difference in the world by funding your chosen nonprofits while mitigating taxes on your tax return.
That’s why we built the Keep-More Wealth Plan™ — a simple, proven approach to help you:
Keep more of what you earn
Build reliable income for life
Protect your family’s future
