Tax Strategies

We all have to pay taxes – there’s no way around it. Of course, paying taxes is important and necessary, but we can probably all agree that we don’t want to pay more if we don’t have to. That’s where our Tax Strategies come in.

Defer Taxable Income

Deferring income by investing it may put you in a lower tax bracket for the current year. You can defer income by putting money into an IRA, purchasing life insurance, or purchasing bonds.

Catch Up Contributions

Deferring taxes by putting extra 'catch up' money into your retirement accounts after you reach the age of 50.

Converting to Roth Accounts

You may save more money later by paying taxes now by converting your current retirement accounts to Roth accounts. All money put into a Roth account will grow tax-free.

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Base Wealth Team - Sean and Dan

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Sean Koscho

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