What’s Available Beyond the ROTH?
Optimal Tax strategies for people who’ve out-earned the ROTH option.
A ROTH is great, but what should you do if your income EXCEEDS the limits imposed by the IRS?
I’ve helped higher-earners just like you choose the best option for their investments.
There are tax advantaged options you’ve probably never considered or heard of.
How Do We Optimize For Taxes? What Is Asset Location Planning?
I want to help people discover optimizing their tax LOCATION planning strategy.
Everyone knows asset allocation is important. This refers to how much of your assets are allocated to different investments.
But Asset Location is just as important. It refers to optimizing for different tax locations to lower your tax liability.
If you're unsure about whether you have a solid asset location planning strategy in place, let's set up a consultation.
What’s out there after I’m out-earning the ROTH?
This is a question that I kept getting from my clients in Tech, so we came up with a plan that made sense for them.
And you can get the same plan – customized for your needs of course.
It all starts with a no-obligation call. Tell me roughly what you’re currently doing with your retirement savings, and we’ll make sure you are using the right tax strategies.
Simple.
For 2023 The Roth IRA income limits for 2023 are $153,000 for single tax filers, and $228,000 for those married and filing jointly.
When you’ve out-earned those numbers, it’s time to look at new options.
Set up an appointment with me, and we’ll get you on a plan that works for you.