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Here are a few features of our popular Tax Report:
One page summarizes your complete tax return
Spotlight overlooked short-term strategies that could unlock significant long-term savings
Understand where you stand in proximity to crucial thresholds such as Medicare Part B/D, Net Investment Income Tax, Roth IRA Contributions, and Child Tax Credits
Discover the untapped potential for tax-saving opportunities tailored just for you
Common Questions We can Help you Answer with Our Tax Report:
Am I overpaying for taxes by not having a long-term tax strategy?
Are there additional opportunities or strategies I can use to reduce my tax bill?
How close am I to the next Medicare Part B/D threshold?
Do I have a carryforward loss from 2022?
What was my average tax rate?
How are each of my income sources being taxed?
Could I benefit from a Financial Advisor helping me create a long-term tax strategy?
Waterworth Wealth Advisors, LLC, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC, do not provide legal, tax or accounting advice. Before making decisions with legal, tax or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation.
Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.