Tax-Efficient Strategies for Your Financial Plan

Some of the most important financial planning decisions revolve around tax matters. Whether your situation is complex or straightforward, we have the capability to meet your financial planning needs.

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
  • Tax Loss Harvesting

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 Plus, 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.