Navigating the Tax Code for You

Portfolio and Personal Decisions That Work to Put More Money Back in Your Pocket

As a successful tech professional, tax planning should be a key component of your wealth management strategy. At RHS Financial, we focus on: 

Tax Planning

Our strategies include various approaches, such as: 

  • Tax loss harvesting
  • Planning based on marginal tax brackets
  • “Tax alpha” investment tactics
  • Tax-friendly investments
  • Diverse retirement income plans
  • 1031 exchanges
  • Guidance on creative tax reduction strategies for high w2 income earners

Our comprehensive guide addresses how you, as a high-earner, could potentially reduce your taxable income.

These tax reduction strategies have been collected from our experience as financial advisors and actual client scenarios.