Range's year-round tax planning includes:
- Tax-loss harvesting: Using direct indexing to capture losses daily while maintaining market exposure
- Roth conversion timing: Strategic conversions during market downturns or lower-income years
- Asset location optimization: Placing tax-inefficient investments in tax-advantaged accounts
- Charitable giving strategies: Bunching donations and using appreciated securities
- Estimated tax payment optimization: Avoiding penalties while maximizing cash flow
For high earners, combining these strategies can reduce their tax hit annually, especially when integrated with business planning and real estate optimization.
Oki L: "Range gives me access to a team of advisors for any tax or investment questions. I finally feel like I'm optimizing my finances instead of leaving opportunities untapped." 1
Source: Range Blog - Advanced Tax Strategies, Range Member Testimonials - Finding Clarity After Years of Uncertainty
1 This testimonial was provided by a client of Range Advisory, LLC. No compensation was provided for this testimonial. The views expressed reflect the client’s opinions at the time of the interview and may not be representative of the experience of other clients. Testimonials do not guarantee future performance or similar outcomes.
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