Tax Services

Proactive strategies to minimize tax exposure.

Range helps members reduce their tax burden by analyzing the tax impact of their financial decisions. Members work with our advisors, who make recommendations, and modifications to be prepared each tax season.

Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge

Example Recommendations

Tax Recommendation Example

Adjust your tax withholding

Since you got married last month you and your spouse are now subject to a new tax rate. You should both update your Form W4 with your employers so they are not withholding too much tax each pay period. In Step 1, change box C from Single to Married filing jointly, and in Step 2 input the results from the IRS withholding estimator located in the Files section of your profile.

Tax Recommendation Example

Complete a Roth Conversion

A Roth conversion is the process of converting a tax-deferred retirement account into a Roth IRA to set yourself up for tax-free retirement income that isn’t subject to RMDs. We recommend converting your ABC Co 401(k) to a Roth IRA this tax year because your effective tax rate is lower than usual. Our planning team will facilitate the conversion, however, if you’d prefer to handle it yourself we’ve included detailed instructions in your Range profile.

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