Taxes are unavoidable. Overpaying them is a choice. One of our core planning strategies is finding ways to reduce what you pay in taxes each year, because unlike the market, tax liability is something we can actually influence.
The Techniques Behind It
Within our asset management we apply tax grouping, tax-loss harvesting to offset capital gains, and carefully projected Roth conversion strategies. What you keep, in the end, matters far more than what you earn.
