Smart Planning. For Life.

It's not what your investments earn, but what they earn after taxes that counts.

After factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments' returns in any given year may be reduced by 40% or more.

LodeStar utilizes advanced tax management techniques in the investment process for all taxable accounts, including but not limited to:

  • Tax-Aware Trading
  • Location Optimization
  • Tax-Loss Harvesting & Gain Loss Offset
  • Tax-Lot Accounting
  • Managing the Holding Period
  • Deferring Realization of Gains
  • Transitioning of Low Cost Basis Stock
  • Avoiding the Wash-Sale Rule
  • Wider Rebalancing Ranges

Research shows that effective tax management can make a significant difference in your long-term wealth.

You've worked hard for your money. Let us show you how to keep more of it. 

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