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:
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
