Tax Strategies

Tax Strategies

Tax Strategies

Investments and tax strategy go hand in hand. A smart tax strategy can lead to significant tax savings over time. Don’t wait until tax season to get started. In fact, it’s recommended to have your tax strategy planned out and in place in preparation for the current tax year.

OUCU Investment Services can evaluate your current investment strategy to create various tax planning scenarios that may include recommendations to help minimize taxes on your investment growth and income. 

Tax Strategies May Include

  • Roth Conversions
  • Charitable planning
  • Qualified Charitable Distributions
  • RMD planning
  • Gifting funds to heirs now or later
  • Tax harvesting gains and losses in investment accounts
  • Medicare Part B IRRMA Premium tax planning

Our investment service team can help in evaluating and making recommendations for your tax strategy, but they don’t prepare and file tax returns. 

As always, seek the advice of a tax professional for your specific situation.

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