What Is Tax Alpha?
You may ask, what is tax alpha? It’s the value that is added to a client’s financial plan by optimizing sound tax strategies. If “alpha” is the return generated by an advisor’s skill in picking and managing investments, then “tax alpha” protects that return and generates a boost by making sure that taxes don’t eat away more of a client’s wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.
Estate Planning with 529 Plans
Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. One of the hardest parts of financial planning is balancing conflicting goals and needs, and this is rarely more evident than when it comes to planning for your children's college expenses.
Small Business Retirement Plans
Welcome to another installment of Tax Alpha. We’re going to dive into how you can choose tax - savvy retirement plans for your small business. Get started exploring which retirement plan best fits your specific circumstances.
Welcome to another installment of Tax Alpha. This time around we’re looking at what you can do when your estate is largely tied up in a single asset.
A Roth Gotcha
Welcome to another installment of our Tax Alpha Video Series. This time around we’re focusing on one particular “gotcha” that can wreak havoc with a Roth IRA conversion...