Optimizing Each Situation

Navigating the intricate web of the U.S. tax code can be a daunting task. At Stewards Advisory Services, our commitment is to provide our clients with regular analysis of their returns to ensure they are maximizing their tax benefits. Our team is dedicated to staying up to date with the latest tax laws and regulations.

Are you ready to take the next step towards financial freedom and fulfillment? Let’s embark on this journey together! If this is of interest to you and you have investable assets of more than $500,000, please contact us today to get started.

Some of the strategies we employ that impact your overall financial well-being as it relates to taxation are the following:

Tax Deductions

Our team will identify potential tax savings and ensure you are taking advantage of available deductions and credits to minimize your taxable income, allowing you to keep more money in your pocket.

Retirement Contributions

We’ll guide you through various retirement contribution options, such as Traditional IRAs, Roth IRAs, and 401(k) plans, to maximize your retirement savings while taking advantage of potential tax benefits.

Roth Conversions

Our team will guide you through the Roth conversion process, ensuring such a strategy fits in with your financial goals. With Roth conversions, you have the opportunity to strategically convert your Traditional IRA funds into a Roth IRA, potentially reducing your tax liability in the long run. By taking advantage of Roth conversions, you can enjoy tax-free growth and tax-free withdrawals in retirement. This means greater financial flexibility when you need it most.

Capital Gains Planning

By strategically managing your investments, we can help minimize capital gains taxes and optimize your investment returns. We do this by managing investment holding periods, minimizing unnecessary trades, and selecting investments that are appropriate for your specific situation.

Estate Planning

We help you take steps now to minimize the tax burden to your heirs. This includes connecting you to wise counsel to coordinate a smooth transfer of assets to your loved ones.

Charitable Giving:

We’ll explore tax-efficient ways to support the Lord’s work, allowing you to steward your resources well, while potentially reducing your tax liability.

Tax Loss Harvesting

Our team will proactively identify opportunities to offset capital gains by strategically selling some investments to potentially reduce your overall tax burden.

Interested in us guiding your financial steps?