Wise tax planning can have just as much impact on your long-term success as wise investment choices.
Taxes touch every part of your financial life, and understanding your tax return equips us to have more valuable and actionable conversations with you. Each time you sell an investment, make a large contribution, or take income from your retirement accounts - taxes are in the background, quietly eating away at your returns.
While other advisors may focus on your investments and nothing more, here at IWA we're equally devoted to helping you take advantage of every opportunity to be more tax-efficient. That means we take the initiative to discuss with you the latest strategies to keep more of what you've worked so hard for:
• ROTH IRA Conversions
• Tax-Loss Harvesting
• State & Local Tax (SALT) Deductions
• Qualified Charitable Deductions (QCDs) |
• Donor Advised Funds (DAFs)
