Services
Tax-Aware Planning
Investment and planning decisions made with taxes in view, coordinated with your tax professional.
Taxes affect nearly every financial decision: where to hold investments, when to take income, how to give, and how to leave assets to the next generation. Tax-aware planning means considering those effects while decisions are being made, not after.
What this looks like
- Positioning investments across taxable and tax-advantaged accounts with taxes in mind.
- Planning the timing of retirement account withdrawals and other income.
- Coordinating with your CPA or tax preparer so the plan and the return tell the same story.
Tax preparation is a separate service. Archer Wealth Advisors does not prepare tax returns and does not provide tax services as part of the advisory fee. Tax and accounting services are offered separately, under separate engagements and fees, by Archer Strategic Advisors, PLLC, an affiliated but separate firm. You are never required to use it.