Tax-Savvy Second Home

A husband and wife wanted to purchase a second home to enjoy for decades but to ensure that their process was well-planned and tax-savvy.
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Strategic Pension Management

The client was retiring from LMCO after a successful 30+ year career and sought the best pension payout strategy to maximize benefits for him and his spouse.
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Maximizing Employer Benefits

Our client began working with Financial Harvest Wealth Advisors in February 2022, one year before her planned retirement. In her final year, we recommended adjusting her 401(k) contribution percentages to take advantage of both pre-tax, Roth, and after-tax treatment.
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Nearing Retirement, Tax Efficient Income Planning

Our client has worked with Lockheed Martin for decades and will receive pension payouts when he retires. As he nears his retirement date, we are working together to determine how to maximize his pension payout, as he has six payout options to choose from to best benefit him and his wife.
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