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We all know the old saying about taxes and certainty. The team at Wayfinder Capital knows every financial decision has a tax implication. We manage money as a fiduciary, making decisions in the best interests of our clients. Taxes have a profound impact on the long-term growth and appreciation of the money you’ve worked hard to save. Our team is here to provide you with the resources you need to minimize taxes with comprehensive financial planning.

Here are some of the considerations we address when crafting your tax plan:

  • Asset location
    • Placing tax-inefficient investments in tax-advantaged accounts.
  • Tax-loss harvesting
    • Capitalizing on opportunities presented by volatile markets capturing losses that offset taxable gains and reinvesting for future growth.
  • Roth Conversion
    • Maximizing your tax-free money by converting tax-deferred money at the appropriate levels and at the appropriate time in your financial plan.
  • Gifting
    • Developing strategies for gifting to charity and to family that will maximize your charitable giving and estate plan.

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