
Tax-advantaged investing
Explore our tax-aware strategies that aim to preserve and protect your wealth
At Lang Investment Services, we specialize in creating tax-advantaged strategies and providing tax loss harvesting services designed to help you grow your wealth and minimize your overall financial risk.
Our Colorado IRA tax strategies include:
Active tax-loss harvesting services: Down markets happen, but there is always an opportunity. With an active tax loss harvesting strategy, you leave the precise details to us. When we see an opportunity to save you money on current year taxes, we help ensure your investments are managed accordingly.
Municipal Bonds: Let our team help you explore both tax-exempt and high-quality investments in the vast fixed-income market. Lang Investment Services will assist you in finding investments that seek to generate tax-free income, tailored to your financial needs
Tax strategies for tax-deferred vehicles: We work to help protect your hard-earned savings from unnecessary tax consequences. Our customized tax-advantaged investment strategies aim to maximize your savings, help keep more money in your pocket, and align with both your short- and long-term goals.
Investing in tax-advantaged strategies is not just about saving money and reducing tax liability, but it may provide a pathway to reach your financial goals faster.
Municipal bonds are federally tax-free but may be subject to state and local taxes, and interest income may be subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity.
Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be et. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions.”
Lang Investment Services and Commonwealth Financial Network® do not provide legal or tax advice. You should consult with a legal or tax professional regarding your individual situation.