Tax Strategies

For taxable investors, what you keep matters. Taxable investing requires a differentiated set of tools to accomplish your financial mission. At IndiWealth, tax strategies involve understanding the full picture of the client investment holdings and asset allocation using a dedicated investment strategy including:

  • Asset location – investing differently based on qualified versus non-qualified accounts
  • Customized tax loss harvesting strategies to reduce overall tax burden
  • Diversifying return structures on low cost basis stock 
  • Risk and timeframe consistent strategies but with an emphasis on preferred tax rate investments
  • Roth conversions where appropriate
Tax Planning

IndiWealth does not employ tax professionals and any tax strategies should be consulted with your own personal tax professional. Please contact us for an initial assessment.