Tax-Efficient Strategies for Your Financial Plan

Tax planning is an integral component of comprehensive financial planning. We strive to help our clients legally minimize their federal, state and local taxes over a long-term horizon.

Tax planning at Lighthouse Wealth Management includes:

  • Asset Location by Account
  • Retirement Account Contribution and Withdrawal Strategies
  • Roth IRA Conversions
  • Gifting Strategies
  • Charitable Contribution Planning

About Lighthouse Wealth Management

Lighthouse Wealth Management has office locations across Central Pennsylvania and Northern Maryland. With over two decades of experience, our advisors is well-suited to help you with tax-efficient strategies for your wealth management plan.

In all tax-related matters, we benefit greatly from our relationship with Brown Schultz Sheridan & Fritz, Certified Public Accountants and Business Advisors. With the addition of their expertise, we keep our clients continually updated on the implications of changes in tax laws.

To find out more about creating tax-effective financial planning strategies, contact Lighthouse Wealth Management.