Investing isn’t about picking stocks—it’s about building a strategy that helps you grow and protect your wealth. A key part often overlooked? Tax planning. The tax code is complex and could be taking more of your gains than necessary. At Keen Capital, we’re here to help you hold onto more of your hard-earned money.
Stop Surprises with Mutual Fund Taxes
Have mutual funds hit you with surprise taxes, even when you didn’t sell anything? By planning ahead and integrating tax strategies, we help you avoid these unexpected costs.
Lower Taxes When Selling Your Assets
Selling property or investments can lead to hefty tax bills. We help you reduce the tax impact by offsetting gains with available losses, so you can keep more of what you earn.
Don’t Pay More on Withdrawals Than You Have To
When it’s time to take money out of your investments, especially in retirement, poor planning can lead to unnecessary taxes. Our strategy ensures that you withdraw in the most tax-efficient way possible, so more of your income stays with you.
At Keen Capital, we go beyond just managing investments. We focus on strategies that lower taxes and increase your after-tax returns, so you can build wealth faster.
By selling investments that have lost value, we help you reduce the taxes owed on your gains and keep your portfolio on track.
Strategically placing your investments into the right accounts—whether IRAs, ROTHs, brokerage accounts, or education savings—helps reduce the taxes you pay. Without this, you could be paying more than necessary.
We strategically place income-generating assets in your IRAs and 401(k)s to take advantage of tax deferral. By balancing traditional and Roth IRAs, we optimize your tax strategy and explore options that work well in these accounts. Without this approach, you might face higher taxes in retirement.
For taxable accounts, we use strategies like tax loss harvesting to reduce your tax bill and improve your after-tax returns. Ignoring this step could lead to higher, unexpected taxes on your investments.
We’ll help you plan your withdrawals to minimize taxes and protect your retirement income. Unlike a typical 401(k) plan that withdraws on a pro-rata basis, we strategically manage the source of withdrawals, giving you more control over your tax and investment strategy.
Tax-managed investing is essential, but it’s only one part of growing your wealth. At Keep Capital, we ensure every part of your investment strategy works together smoothly.
Want to keep more of what you earn? Our strategies help high-income earners lower tax bills and build their wealth.
We tailor tax strategies to your specific portfolio. Whether it’s choosing the right investments for tax-deferred accounts or using strategies like tax loss harvesting in taxable accounts, our personalized approach helps you grow your wealth more efficiently.
At Keen Capital, we take a full approach to managing your wealth, ensuring all parts of your investment plan work together for long-term success.
We help you make smart decisions about where to invest, balancing growth and risk while keeping taxes in mind.
We create simple, effective strategies that help high earners grow their wealth while keeping taxes low.
We create plans that ensure your wealth is protected and passed down efficiently to the next generation, minimizing taxes along the way.
At KEEN Capital, we help you create a strategic investment plan designed specifically for your needs. We provide fiduciary advice that focuses on what truly benefits you—not just what sounds good. With our guidance, you’ll be set up for growth, protection, and long-term success.
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