Tax Diversification is a Phoenix-based firm specializing in tax-aware investment management. They offer active investment strategies aimed at maximizing after-tax returns and minimizing transaction costs, helping investors keep more of their gains without taking on greater risk.
With a focus on tax consequences, Tax Diversification provides guidance on various investment options and their potential impact on taxes. They also offer insights into retirement planning decisions, such as choosing between lump-sum distributions or lifetime payments from pensions, and provide tax-advantaged strategies for transferring funds to minor children through UTMA accounts. Their expertise extends to explaining the differences between trading and investing, the benefits of ETFs over mutual funds, and the workings of employee stock ownership plans (ESOPs). Additionally, they provide information on Medicare enrollment, updates on tax plans from leading candidates, and considerations for taking Social Security benefits early or waiting. Tax Diversification also highlights the tax advantages of real estate investments and the waiver of required minimum distributions (RMDs) in 2020.
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