Overrated Tax Strategies High-Net-Worth Folks Should Avoid

Описание: Reach out if we can help: https://birchwoodcapital.com/

Are popular tax strategies actually helping you—or just adding complexity? In this episode, Stephen Nelson and Matt Higbie break down some of the most overhyped tax strategies high-income investors hear about -- like direct indexing, customized portfolios, and "tax aware" long/short strategies -- and explain why they often don't deliver the results promised.

We also share one tax strategy that does work for the right person, combining donor-advised funds and Roth conversions to reduce taxes in a meaningful way. If you're a high-net-worth investor looking for simpler, smarter tax planning, this episode will help you cut through the noise.

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This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax, or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Performance data shown represents past performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. All investments involve risk, including the potential loss of principal.
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