Optimize Your Tax Strategy

You have many choices when you look for a professional to complete your income tax returns. As most investment advisors cannot give tax advice, their clients are at a significant disadvantage in understanding the long-term effect that any given purchase will have on spendable income.

To help mitigate this disadvantage, REDW Wealth focuses on creating strategies that will reduce your taxes over the long-term.

However, while a major goal of tax planning is the reduction of your income tax liability, not all approaches to shifting or deferring income will work to your long-term advantage. Rest assured that REDW Wealth investment managers understand the tax implications of various investments and strategies, such as: the utility of tax-exempt status, the timing of harvesting gains and losses, 1031 exchanges, qualified dividends, tax straddles, passive income and losses, and when to use tax-deferred investing for each universe: Business Planning, Investment Planning, Retirement Planning, and Estate Planning.

Our trusted advisors understand the complexities of the tax code and that certain income types have built-in preferences that create unusual increases in marginal income tax rates during retirement. With our tax mapping software, you will be able to see, year to year, how your investment and retirement planning decisions will impact your future income taxes.

For example, individuals and couples can see long-term increases in their Medicare premiums due to too many capital gains being harvested in the previous year. We have also helped clients reduce their total liability and Medicare premiums by changing the structure of loans with family members.

As specialists in income tax planning and the tax code, our goal is to assist you in creating a portfolio of investments that are optimized to reduce taxes throughout the various stages of your life.

Our wealth managers use strategic income tax planning as one of the three lenses through which we evaluate financial and investment decisions. Combining this approach in consideration of risk management and our fiduciary duty, we are committed to making recommendations that are in your best interests, every time. Learn more about the Universe of Financial Planning.

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Manage Your Risk Intelligently

While each individual is the ultimate decider of the financial decisions you face, in the Universe of Financial Advice, Planning, and Wealth Management we’ll help you to confidently and intelligently make those decisions using facts and evaluating real alternatives with Risk Management Planning.

Risk Management Planning

The 5 C's of Maximizing Income while Minimizing Risk

Clarity
Our clients receive clarity about their financial lives, resources, goals and objectives so that they can make informed decisions about their financial future.

Creative Solutions
Our clients receive customized and creative solutions that take into account all of their individual goals and objectives.

Coordination
Our clients have other professionals they work with and our job is to collaborate with those professionals to avoid gaps in our clients’ planning and wealth management. We help fit the pieces of their financial puzzle together for the best outcome.

Catalyst
Our clients look to REDW Wealth to ensure that what’s important to them gets accomplished.

Course Correction
The future is uncertain and even the best plans require adjustments to meet changing circumstances.

The Financial Universe

REDW Wealth professionals & The Universe of Financial Advice, Planning, and Wealth Management Guide are here to help you achieve your goals.

Business Planning

Includes employer-sponsored plans, executive compensation, employee benefits, succession planning.

Investment Planning

Includes basic investments, personal needs planning, specific needs planning, alternative investments, asset allocation.

Retirement Planning

Including individual retirement plans, retirement income planning, supplemental benefits, distribution planning.

Estate Planning

Including basic estate planning, advanced estate planning, charitable planning, minimize transfer tax.

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