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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  

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