Essential Wealth Strategies for High Earners in New York

In this program, we'll dive into essential strategies tailored for high-earning households in New York, including:

• Minimizing tax drag on portfolios through tax-loss harvesting and Direct Indexing
• Mastering tax-advantaged retirement vehicles like Backdoor Roth and Mega Backdoor Roth conversions
• Offsetting active income with property losses
• Optimizing asset location to place tax-inefficient assets in sheltered accounts for maximum after-tax returns

Discover how Range, the all-in-one wealth management platform with no AUM fees¹ (see footnote below), empowers high earners seeking to leverage these strategies to keep more of what they’ve earned.

1. Brokerage fees, transaction charges, and other applicable platform fees imposed by our custodian are not included in your membership and will be passed through to you as the Member. Range defines a high earning household as those households earning more than $250,000 a year. Please see Range Advisory’s ADV Part 2A for important risk disclosures related to the use of AI. Recommendations depend on the accuracy and completeness of the information you provide to us. Recommendations based on incorrect or incomplete data may not be accurate.  

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