Tax Planning
Unnecessary taxes can significantly impact your long-term wealth. By evaluating tax reduction strategies, we will proactively seek out opportunities to maximize your tax savings. We are additionally available to work with your tax preparer to review and implement these strategies, as well as streamline the flow of information  – minimizing the time required for you to search for your tax forms. Examples of tax planning strategies include:​
  • Investing in tax-efficient securities within your taxable accounts
  • Strategically timing the realization of capital gains and losses
  • Review opportunities to maximize contributions to tax advantaged accounts
  • Discuss the advantages and disadvantages of converting a qualified retirement account to a Roth IRA​

​We have an established a network of quality tax accountants we have screened, which is made available to our clients.

Tax Planning

Location

Contact Us
(425) 646-6327
info@stablerwealthmanagement.com
Stabler Wealth Management
9 Lake Bellevue Drive #108
Bellevue, WA 98005

Directions:
  From I-405
  Take the NE 8th Street exit 13 (if coming from south take the 13B NE 8th East ramp)
  Merge onto NE 8th Street
  Move into the far left lane once you’ve crossed 116th Avenue
  Make a left turn at the stop light onto 120th Avenue NE
  Take the next left turn at the stop light (titled “Private Drive”) into the parking lot
  Go forward until the far end of the lot (can go no further)
​  Nine Lake Bellevue is the brown building at the end and on your right
(425) 646-6327
​
Advisory services and securities offered by R. Todd Stabler and David Mantell through KMS Financial Services, Inc., Member FINRA & SIPC and an SEC Registered Investment Advisor. Stabler Wealth Management is not a registered broker/dealer or investment advisor. The services mentioned are not available in all states, eligible states may be confirmed by our staff.  This site may contain links to articles or other information that may be contained on a third-party website, which KMS Financial Services does not control, adopt, or endorse.

Stabler Wealth Management. All rights reserved 2020.