Tax Protection: What does your Tax Protection package do?

Paying taxes is one of those all but guaranteed things in life; whether they're coming out of your paychecks or investment earnings. However, there are strategies you can employ throughout the year to help lower your tax bill. We built these into our Tax Protection package.

This package is designed to help you lower your tax bill each year through three different features: WiseHarvestingSelective Trading, and IRAutomation.

WiseBanyan also offers IRAs as part of the IRAutomation feature, including: Traditional IRAs, Roth IRAs, and SEP IRAs. Here are the steps to add an IRA onto your WiseBanyan account.

 

 

 

 

 

 

 

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