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Your Partner in Financial Success
At Connect Wealth, we specialize in providing personalized financial solutions designed to help you achieve your goals and navigate life’s financial complexities with confidence. Think of us as your dedicated CFO for your personal and family finances
Whether you’re building a solid foundation, creating a retirement income plan, or planning your legacy, Connect Wealth is here to simplify the process and empower you to make informed decision every step of the way.
As tax season approaches, here are some tax strategies you should consider for your portfolio:
1. Leverage Tax-Advantaged Accounts – Contribute to accounts like 401(k)s, IRAs, and HSAs.
2. Optimize Account Allocation - Place tax-inefficient investments, like bonds and REITs, in tax-advantaged accounts. Hold tax-efficient investments, such as ETFs and stocks, in taxable accounts.
3. Utilize Tax-Loss Harvesting - Offset taxable gains by selling underperforming investments.
4. Consider Roth Conversions - When advisable, it may make sense to transfer money from a traditional IRA or 401k into a Roth IRA.
At Connect Wealth, our advisors specialize in creating tailored financial plans that integrate tax efficiency into your investment strategy. We assess your unique situation and design a portfolio to help you achieve your financial goals while seeking to minimize tax burdens.
Remember, it’s not what you earn, but what you keep! Contact us today to schedule a consultation and learn how we can help.
Connect Wealth 1906 Towne Centre Blvd, Suite 270 Annapolis, MD 21401 410-339-0796
Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Connect Wealth and MPS are not affiliated entities.
