Tax allocation and tax planning are important pieces in retirement planning. Items for discussion may include:
- Investment Placement: Some investments may be better suited for different account types (IRA, Non-IRA, 401k, etc. )
- Timing of Income Streams
- Charitable Giving Strategies
- Capital Gains and Losses
- Roth Conversions
![tax allocation pie icon](https://the-finance-couple-v1721921578.websitepro-cdn.com/wp-content/uploads/2022/04/pie-chart-blue.png)