You may have heard the expression, “It’s not how much you make; it’s how much you keep.” It’s true! Your after-tax returns are what matter most because that’s what you'll be spending—now, and in retirement.
Logically, the more money you make—whether in work-generated income or investment returns—the more you’ll pay in taxes. But with the right planning and advice, you can legally minimize your tax bill.
Leeward Financial Partners can help you explore ways to:
Keeping up with the specifics of ever-changing tax laws is the job of your accountant. But from an investment perspective, astute tax management has the potential to greatly improve your after-tax returns.
At Leeward Financial Partners, we aim for tax efficiency, so that you’re paying the least amount of taxes required by law. While investment selection and asset allocation are still the key drivers affecting your returns, minimizing taxes isn't far behind.
Here’s something to think about: If you don’t optimize your tax savings today, you not only lose the money you pay in taxes; you also lose the potential compounded growth those extra dollars could have earned for you in the future.
Leeward can assist with: