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.
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.
- Learn more about or turn on Tax Protection on your dashboard
- FAQ: Is Tax Protection right for me?
- FAQ: How much does Tax Protection cost?
- FAQ: Tax Protection – IRAutomation: Do I need to use Tax Protection’s IRAutomation feature to have an IRA on WiseBanyan?