Taxes are inevitable. However, in our effort to maximize after-tax returns, we have a suite of tools to help you make the most of your money.
potential strategies we use.
01
municipal bonds.
We evaluate the after-tax benefits of investing in municipal bonds, which often are exempt from federal income tax.
02
tax loss harvesting.
We systematically review accounts for investments that can be sold to help offset capital gains.
03
social security timing.
You have options for when to start receiving social security; we help you evaluate the best time for you.
04
scheduling ira distributions.
The timing of retirement account withdrawals can greatly impact your potential retirement income; we show you your options.
05
roth conversions.
Converting IRA assets to post-tax Roth IRAs may help you maximize your retirement income.
06
charitable giving.
We help you maximize the tax-efficiency of your charitable donations through gifts of appreciated stock, qualified charitable distributions, and donor advised funds.
07
Evaluations with Tax + Legal Professionals.
We collaborate with your other professional service providers to execute on your financial objectives.
08
low turnover.
The core of our portfolios is designed to weather the market's ups and downs and reduce transactions that may trigger capital gains.
**Blue River Capital Management does not offer tax or legal advice. Results are not guaranteed. Always consult with a qualified tax professional about your situation.
