In considering your financial situation, we pay close attention to how your investments are taxed. Looking decades into the future, we want to help you invest in suitable, tax-efficient vehicles today to gain more control over your tax situation tomorrow.
Our advisors can help you understand and execute tax-advantageous strategies, including:
- Roth vs. Traditional Contributions
- Tax-Efficient Distributions
- Separately Managed (or Tax-Managed) Accounts
- Roth Conversions
- Backdoor and Mega-Backdoor Roth Conversions
- Long-Term Tax Planning
For additional questions or to speak with an advisor about your specific situation, call our office at (303) 261-8015 or schedule a free consultation on our website.
Disclosure: This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The Roth IRA offers tax deferral on any earnings in the accounts. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may results in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change. Traditional IRA account holders should consider the tax ramifications, ages, and income restrictions in regard to executing a conversion from a Traditional to a Roth IRA. The converted amount is generally subject to income taxation.
