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FINANCIAL PLANNING
Tax Planning
Portfolio Management
Estate Planning
401K
INVESTMENT COMMENTARY
2024 Commentary
2023 Commentary
Our Articles
Tax Planning
Home
Tax Planning
Tax Planning
Thayer Partners
2024-11-09T10:47:18-05:00
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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