No one likes paying taxes. But through the advice of a professional financial advisor, you can access products and services that help ease the burden. Charitable contributions, tax projections and IRA conversions can all be useful tools in an effective tax strategy. Working together, we will consider your personal situation and design a tax plan that fits your needs.

Things that we will consider:

  • Current and projected future tax brackets
  • Tax loss harvesting
  • After-tax rate of return
  • Required Minimum Distributions

At Rosemeyer Management Group, our goal is to connect wealth management to your tax planning.