Keep More of What You Earn
Taxes take a bigger bite than most people realize. For investors with significant assets, every percentage point matters. We use strategies like Roth conversions, ongoing tax-loss harvesting, and smart withdrawal sequencing to reduce the drag on your portfolio. The goal is simple: more in your pocket, less to the IRS, year after year.
By understanding and addressing the hidden costs of high-turnover funds, investors can substantially enhance their long-term financial outcomes. At Freedom Capital Advisors, Ron McCoy guides his clients through these nuanced financial decisions, ensuring portfolios are optimized for growth, efficiency, and tax minimization.
Through strategic, informed estate-tax planning, Ron McCoy at Freedom Capital Advisors helps affluent clients significantly reduce or eliminate their estate tax burdens, ensuring their legacies remain intact and impactful across generations.
Through strategic use and careful management, Health Savings Accounts can be powerful tools in affluent investors’ arsenals. Ron McCoy at Freedom Capital Advisors expertly integrates HSAs into comprehensive wealth management strategies, helping his clients significantly enhance their long-term financial outcomes and security.
Municipal bonds, often called “munis,” provide a powerful way for investors to earn income that’s typically exempt from federal taxes—and sometimes from state taxes as well. For high-net-worth individuals, knowing how to strategically invest in and manage muni bonds can unlock reliable, tax-advantaged gains. Ron McCoy helps his clients use municipal bonds as a core…
For $1M+ investors, the withdrawal sequence in retirement can make or break your legacy. Ron McCoy, with 40+ years of market mastery, reveals how to strategically tap accounts to slash taxes and preserve wealth. Learn elite tactics to dominate your retirement income plan.
Bracket creep can silently erode $1M+ portfolios through higher tax brackets. Ron McCoy, with 40+ years of fiduciary mastery, reveals how to time asset sales to dodge tax traps and maximize after-tax returns. Dominate your wealth with precision.
Charitable trusts are a tax-slaying weapon for $1M+ investors. Ron McCoy, with 40+ years of fiduciary expertise, unveils how to use CRTs and CLTs to slash your tax bill while amplifying your legacy. Master wealth preservation with precision.
Roth conversions can transform $1M+ portfolios by cutting future taxes. Ron McCoy, with 40+ years of fiduciary mastery, reveals five strategies to optimize conversions for high-income investors, ensuring tax-free growth and legacy preservation.
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