Your tax situation is unique to you, and any strategy to minimize taxes needs to consider your goals, time horizon, and tolerance for risk.
An important place to start is understanding the tax treatment of your different investments and the types of accounts they are held in.
At Sherwood Financial Group, we can review your current holdings and how they are allocated across the various types of accounts available to you. They can also develop a strategy to position you to better manage the impact of taxes on your long-term financial plan. Moreover, we can review your current financial situation and prepare your taxes for you.
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