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Tax Smart Planning

For most people, the biggest tangible opportunity that can positively impact their Wealth Plan relates to reducing the erosive impact of taxes over their lifetime. Among others, there are 5 core Tax Smart Planning Strategies we want all our clients to be aware of. Want to learn more?

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STRATEGIC PHILANTHROPY

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TAX-DIVERSIFICATION

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ASSET LOCATION

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TAX-LOSS HARVESTING

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ROTH UTILIZATION

Financial representatives do not render tax advice. Consult a tax professional for advice that is specific to your situation.