Tax-advantaged investing and retirement planning

Reducing your tax liabilities

A savvy investor and their wealth advisory team can strategically reduce federal tax liabilities without impacting long-term investment plans. 

The articles below offer more insights into this topic.

Delay taxes on certain assets

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Many of our clients own business assets or personal property that have appreciated in value and struggle with ways to sell these assets without triggering immediate capital gains taxes.

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Why invest your HSA assets

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If you can afford to cover your family’s health care costs out-of-pocket (without spending your Health Savings Account (“HSA”), consider investing those HSA assets instead.

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Market volatility creates opportunities

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Although periods of market volatility can create anxiety, the gains and losses incurred during up and down markets can be leveraged to work together to minimize the taxes investors pay on capital gains.

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How to be Roth IRA tax smart

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You might want to consider whether a Traditional IRA or a Roth IRA makes the most sense, whether required minimum distributions can be given to charity, or whether you should accelerate your IRA distributions.

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Are you eligible for a Roth IRA ?

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Even though you might not be eligible to contribute directly to a Roth IRA, you might be able to convert a traditional pre-tax IRA into a Roth IRA.

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Volatility creates Roth IRA opportunities

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As stocks dip this year, some investors are taking advantage of the market volatility by converting their traditional pre-tax IRAs to a Roth IRA.

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Interested in information about other topics?

Charitable giving
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Retirement planning
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Investment basics
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Life events
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Planning and advice
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Retirement lifestyle
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Small business owners
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Tax-advantaged investing
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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.