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Tax Strategy

Discover tax-efficient strategies to maximize your wealth and minimize your tax burden.

Maximize Your Potential After-Tax Port Returns: The Power of Year-Round Tax Loss Harvesting
By
Eric Kriste
|
April 13, 2023
Maximizing Tax Planning Strategies with CLATs, OZs, and DAFs | Savvy
By
Savvy
|
March 9, 2023
How to Reduce Ordinary Income Tax With a CLAT | Savvy
By
Savvy
|
March 9, 2023
9 Tax Prep Tips To Get Ahead When Filing This Year | Savvy
By
Savvy
|
February 27, 2023
Understanding IRMAA and how can impact you in 2023 | Savvy
By
Dan Perrino
|
January 13, 2023
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CRD # 318493 | © Savvy. All rights reserved.
Savvy Advisors, Inc. (“Savvy") is an investment adviser located in New York, NY. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. This website includes information about Savvy Wealth Inc and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Savvy Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.