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Tax Management

Rock Wealth Management understands that an essential part of financial management is tax planning. We’ll work with you, your family, and your goals to help ensure a high level of tax efficiency and a low level of tax liability. We’ll look at your income, the potential size, and timing of upcoming significant purchases, as well as your ability to contribute to a retirement plan, to ensure your financial planning meets your needs without coming into a higher-than-expected tax bill.

How Rock Wealth Management Helps

When you’re a client at Rock Wealth Management, our tax management team helps you navigate asset allocation to determine whether a particular investment is best to hold in a taxable or tax- deferred account. But we don’t stop there; we’ll also provide sound financial advice to:

  • Determine the most tax-efficient manner in which to distribute retirement assets.  
  • Choose investment vehicles such as ETFs or other passive options that help reduce unnecessary taxable consequences.  
  • Design an Accumulation strategy for clients still working that could entail leveraging ROTH 401k’s, ROTH IRAs, Health Savings Accounts, or other retirement savings vehicles to reduce, defer, or possibly eliminate taxes on your investments. 

Contact Rock Wealth Management Today 

If your financial plan doesn’t take into account taxes, call Rock Wealth Management at (888) 891-7747 to set up an appointment today. Our tax planning team is ready to help you reduce tax liability and increase your retirement contributions.