I'm using a traditional brokerage but feel like I'm not maximizing investment vehicles - what am I likely missing?
Common optimization opportunities traditional brokerage users miss:
- Backdoor Roth IRA: High earners can utilize this $7,000+ annual tax-free contribution
- Tax-loss harvesting: Manual harvesting misses daily opportunities
- Asset location: Holding tax-inefficient investments in taxable accounts
- Direct indexing: Missing tax benefits from owning individual stocks vs. ETFs
- Coordinated planning: Investment decisions made without considering complete financial picture
Range's integrated approach ensures you're maximizing all available tax-advantaged accounts and strategies.
Sources: Advanced Tax-Savings Strategies for High-Income Earners, Advanced Investment Strategies for High-Income Earners