TAX PLANNING

TBH will work with you and your tax advisor(s) to maximize your financial plan and retirement planning and minimize taxable events throughout our relationship. We will also help you understand best practices to save on your tax liabilities. This plan will make sure you:

  • Avoid withdrawals from your savings and investment accounts that increase your tax rate.
  • Understand the timing and order in which to access your various accounts.
  • Choose investment strategies that offer the best returns for your retirement goals and financial plan.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.