Tax Minimization Strategies

We will gladly micro-manage your tax concerns.

Implied in the process of wealth transfer is the minimization of taxes. HHM Wealth advisors are specifically trained to analyze various tax implications of various investment strategies. Some of the tax minimization strategies include:

  • Coordinating retirment income distributions
  • ROTH conversion
  • Tax location – the practice of strategically placing investments in different types of accounts to maxmize their after tax returns
  • Estate freezes – transfer of assets to minimize ultimate estate tax assessment (frequently referred to as ‘freezing the estate’)
  • Tax efficient charitable giving
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