Whelan Financial > Tax Strategies

Tax Strategies

  • jpmktg

We implement strategies such as location optimization, tax loss harvesting, capital gains avoidance, and Roth IRA conversions.

Leave a Reply

Your email address will not be published. Required fields are marked *

Account Access

Client Access

See my 401(k)- Spectrum

See my 401(k)- Wespac

Schwab Alliance 

×

Site Disclosures

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Whelan Financial is a Registered Investment Advisor. This website is only intended for clients and interested investors residing in states in which Whelan Financial is qualified to provide investment advisory services. Please contact Whelan Financial at 559-228-8002 to find out if the advisor is qualified to provide investment advisory services in the state where you reside. Whelan Financial does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.

Copyright © All Rights Reserved 2021

×

Leaving Site Disclaimer

The information being provided is strictly as a courtesy. You are leaving the Whelan Financial website and assume total responsibility and risk for your use of the websites you are linking to. Whelan Financial makes no representation as to the completeness or accuracy of information provided at these websites. Nor is Whelan Financial liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving the Whelan Financial website and assume total responsibility and risk for your use of the websites you are linking to.

Click Here to Proceed
×