Tax Planning Strategies

Key Financial’s Advisors work closely with you and your CPA to develop a tax efficient way to manage taxes on investments and IRA distributions.  The United States Tax policy is very complex and changes often. We help manage and execute your tax plan on an annual basis.

Some of the most common tax strategies include:

• Municipal Bond investing
• Managing RMD Distributions
• Roth IRA conversions
• Long Term / Short Term Capital gain management

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