DOES THIS SOUND LIKE YOU?
– Which accounts should I withdraw or invest into first to lower my taxes? What’s a Mega Backdoor Roth or Backdoor Roth? How do I harvest large gains, or create losses to lower my overall taxes? What are the tax benefits of converting to a Roth IRA?
– What are my trade-offs for paying off my mortgage? Like tax implications, my rates versus projected investment returns, portfolio withdrawals, cash on hand, and how I feel about debt?
– How much can I withdraw from my portfolio without running out of money? What specific and individual factors will impact my personal withdrawal rate?
– How much of my compensation should I defer in my company plan? What are the risks? How should I invest the money?
YOU’RE NOT ALONE.
We’ve saved clients tens of thousands of dollars in taxes just last year, and helped dozens of clients dial in their financial independence date. Our e-mail inboxes adorn many trophy travel pictures of clients putting all this good planning to great use.