HH’s planning process integrates your interests and needs, adapting to your life choices over time.

your entire financial picture

Goals driven. Not returns driven.

There’s more to a well-lived life than money and resources. HH’s LifePhase Investing® is about building portfolios that will help you reach your goals for every stage of the journey, while addressing concerns about increasing longevity.

Learn about LifePhase Investing®

Tax Planning Strategies: Scenarios to Consider

1

Business Owners

Specialized retirement plans can allow for pre-tax contributions resulting in significant tax reductions.

2

Executives

Tax-focused planning for executive benefits like 401ks, Profit Sharing, and Deferred Compensation plans can decrease earned income—and maximize tax savings.

3

High Net Worth Families

Integrating tax considerations into all aspects of financial planning—including making charitable contributions and Quarterly Estimated Taxes—will help optimize outcomes.

4

In Retirement

Strategic choices in taking distributions from retirement plans vs. taxable accounts can help minimize tax hits—and potentially reduce Medicare premiums.

Are you looking to be as tax-efficient as possible in investing, saving, spending, and giving?

We can help
  • Do you need help with creating a plan?