Broker Check

Tax Alpha

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.

 

Tax Alpha: 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.

 

Tax Alpha: Equalizing Inheritance

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.

 

Tax Alpha: 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...

Tax-Savvy Retirement Plans for Small Businesses

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.


Tax Alpha: The Realities of Divorce

Welcome to another installment of Tax Alpha. No matter how well-prepared a couple is, some marriages will end in divorce. In the emotional turmoil of a divorce, it’s easy for clients to lose track of the impact of a divorce on their finances.