At Astra Wealth Management, tax efficiency is at the core of our financial planning approach. We think about taxes across four primary aspects of an investor’s journey – going well beyond a quick review of your return.
Savings & Elected Deferrals
Pre-Tax, Roth, & Taxable
Deferred Compensation & Executive Benefits
Pensions
Small Business Strategies
Portfolio Implementation
Investment Selection
Asset Location
Opportunistic Portfolio Rebalancing
Tax-aware diversification of concentrated stock positions
Tax-Loss Harvesting
Capital Gain Harvesting
Withdrawals & Asset Reallocation
Strategic Withdrawals
- Balancing Taxable, Pre-Tax, and Roth account distribution with your other income (Social Security, Pensions, Rentals, etc.)
Please note that while Astra Wealth Management provides comprehensive tax planning, we do not file or prepare client tax returns. All tax filings should be carefully reviewed with your accountant and/or CPA.
