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Toggle Navigation
Services
Financial Planning
Tax Planning
Estate Planning
Portfolio Management
401K
About Us
Core Values
Our Team
Advisory Board
Become a Partner
Case Studies
Partner Blog
RESOURCES
CIO Commentary
Blog
Articles
FAQs
Contact Us
Tax Planning
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Tax Planning
Tax Planning
Thayer Partners
2025-06-06T12:49:48-04:00
Tax Planning
Personalized Advice For Pre and In-Retirement Clients
Optimized Withdrawal Sequence Strategies
We work with your CPA to coordinate elements resulting in a tax-efficient strategy
Roth Conversion wisdom
Dynamic and phases strategies
Tax minimization over plan horizon
Investment and Income Wisdom
Household rebalancing
Asset location
Tax-loss harvesting
Tax-efficient goal funding and purchase
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