Condor Capital Management

Tax Planning


Tax Planning

TA

Condor Capital would be more than happy to coordinate with your accountant on any tax-related planning. Examples of this planning can include estimated tax payment calculations, whether a Roth Conversion is appropriate for you, whether or not you should delay your first required minimum distribution, etc. We also actively look for tax-loss harvesting opportunities within your portfolio, and we make sure to allocate appropriate securities in your accounts based on your tax situation.