tax planning

The wash sale rule exists so that investors do not sell stocks or assets to gain a tax write-off while essentially retaining their investment in the security.  

Health Savings Account (HSA) is a tax advantaged account used to save for and pay for qualified medical expenses

Tax loss harvesting is the process of selling underperforming investments at a loss and using these losses to offset taxes from capital gains.

There are many key actions that need to be completed by December 31 to ensure that you are optimizing your taxes to the fullest.  Here is our 5-step guide for optimizing taxes by the end of the year.  

The Backdoor Roth IRA allows high income people to indirectly make contributions by converting a traditional IRA into a Roth IRA.