Not only do we perform tax-loss harvesting every month for the client portfolios we manage, but we also take a long look at your future taxation, including what you might owe in retirement. Many people don’t realize or think about the fact that all the pre-tax money they’ve saved up in their 401(k) or traditional IRA will be subject to ordinary income taxes when the money is withdrawn—something that is mandatory starting at age 70. We help our clients with a written financial plan that goes all the way up to age 100, including tax mitigation every step of the way.
TAX AND ESTATE PLANNING
Helping Save Money Now, and In Retirement
360 Wealth Management provides tax-loss harvesting on a monthly basis to help you mitigate taxation.
We Look Forward to Being
Your Lifetime Financial Advisor
At 360 Wealth Management, we are dedicated to the lifetime success of you and your loved ones, which includes being by your side during transitional moments in your life. No matter what changes come your way, we’ll work together to help you move forward with confidence.