Tax Planning Archives - Dallas Wealth Advisors

How High Earners Can Sneak Money Into a Roth IRA (Legally, Of Course)

How High Earners Can Sneak Money Into a Roth IRA (Legally, Of Course) If you’ve ever felt left out of the Roth IRA party because you make “too much money,” I have good news. It’s called a Backdoor Roth IRA, and it’s one of the ways for high-income earners to build tax-free retirement income. And […]

The 4 Biggest Mistakes People Make with HSAs (And How to Avoid Them)

Health Savings Accounts (HSAs) are one of the best financial tools out there—offering tax advantages and long-term growth potential. But unfortunately, most people don’t use them to their full potential, and some make mistakes that cost them serious money. Heck, I could have easily made the mistake with my own family’s medical expenses. Last year, […]

What is a Roth Conversion and Why Should I do One?

Retirement Account Types When saving in a retirement account an investor has two options, to save money pre-tax or Roth. Pre-tax savings result in a tax deduction of the amount contributed each year (assuming you are not over any applicable income limits), tax-deferred growth of the investments, and an income tax bill each year as […]

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How are you different from other financial advisors?

We are comprehensive planning specialists with a simple goal of helping you to plan for future financial needs.
We limit the number of clients we take on to deliver personalized service with massive value.
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The better question is: Why shouldn’t you hire us?

If you are looking for a financial advisor to trade stocks and “beat the market”, we are not the team for you. Why? Because our philosophy is to focus on what we have the power to control. Predicting when the market will fluctuate or guessing the future of interest rates are not items anyone can control.

If you are looking for a team interested in helping you to lower your tax bill, investing smarter, and helping create a reliable income stream, we are the team for you.

Who do you work with?

We have a high standard of care for every relationship we maintain. Due to the demand for our services, we must limit new relationships for families not related to an existing client to those with $1 million or more in investable assets. That said, we are happy to have an introductory meeting with anyone that would like to connect and if we can’t help you we are happy to recommend someone that can.

Can you work with clients who are out of state?

Yes, many of our clients do not reside in Texas. We work with retirement savers all over the country and many with dual citizenship.

Our team is equipped to meet with our clients and prospective clients virtually through secure video conferencing to protect your privacy.

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We are a fee-based financial planning office. Our fees depend on your needs and complexity and are a transparent line item on every statement. We include unique billing options like Roth Alternate Billing and Fee Tilting to make your fees as tax efficient as possible. When appropriate, we do use commission brokerage accounts.*

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Raymond James has always been a different kind of financial services firm – one that embraces long-term planning, values methodical decision-making, and remains focused on what matters most: YOU.

We chose Raymond James as our custodian to manage your money. As an independent advisor of Raymond James, we enjoy something virtually no other firm can offer. Raymond James offers top-of-the-line products and services, including asset management, wealth planning, banking, and lending, and trust services.

Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, they have grown into one of the largest independent financial services firms in the United States. And, more than 59 years after their founding, they remain true to their core tenets of conservatism, independence, integrity, and client-first service – laying the groundwork for financial strength and stability.

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