We believe in incorporating tax planning at every stage of the wealth management process. Our advisors understand how to plan for and minimize the impact of taxes on your compensation, investments, real estate assets, retirement income, and more.
Tax planning for savers, investors, and more
If you consider yourself a saver, your tax planning needs might be slightly different. For savers, we help optimize tax planning opportunities provided through employer and personal-sponsored retirement plans. We’ll help make sure the money you’re putting aside is working for you in a tax efficient manner.
For the tax-savvy, we can help you convert your after-tax 401(k) contributions into tax-free Roth IRAs as outlined in IRS Notice 2014.54.
For the highly compensated, we’ll help you evaluate and understand the advantages and disadvantages of deferred compensation plans.
For investors, EQ seeks to be tax-conscious through the use of tax-efficient portfolios and tax loss harvesting.
For those on the move, our tools can even help you evaluate the tax cost of relocating from one state to another with side-by-side comparative calculations.
Working with your tax professionals.
Although we aren’t CPAs, we are here as your financial advisors to supplement,
collaborate, and support the work of your tax planning professionals.
We believe in incorporating tax planning and tax professionals at every stage of the wealth management process. Our advisors understand how to plan for and manage the impact of taxes on your compensation, investments, real estate assets, retirement income, and more.
