Back
What are the biggest tax mistakes high earners make that Range can help you avoid?

Common costly mistakes:

  • Missing Roth conversion opportunities: Failing to convert during market downturns
  • Suboptimal tax-loss harvesting: Manual harvesting misses daily opportunities
  • Poor asset location: Holding tax-inefficient investments in taxable accounts
  • Estimated tax underpayment: Triggering penalties due to poor cash flow planning
  • RSU/stock option timing errors: Exercising without considering tax implications

Range’s year-round tax planning can help prevent these mistakes by analyzing your complete financial picture 24/7.

Oki L: "Range gives me access to a team of advisors for any tax or investment questions. I finally feel like I'm optimizing my finances instead of leaving opportunities untapped." 1

Sources: Advanced Tax-Savings Strategies for High-Income Earners, Advanced Investment Strategies for High-Income Earners, Range Member Testimonials - Finding Clarity After Years of Uncertainty 

1 This testimonial was provided by a client of Range Advisory, LLC. No compensation was provided for this testimonial. The views expressed reflect the client’s opinions at the time of the interview and may not be representative of the experience of other clients. Testimonials do not guarantee future performance or similar outcomes. 

Change or reset your password