CLICK ON AN ICON TO REVEAL MORE 06. Tax Planning We provide an assessment of your tax situation and assist you in selecting a tax advisor if needed. We explore future tax strategies • Review and Analyze Tax Return such as Roth Conversions and • Review Cost Basis on Assets Qualified Charitable Distributions • Review Realized Gains and discuss how to avoid IRMAA • Tax Loss Harvesting additional premiums on your • Strategies for Carry Forward Losses Medicare insurance. We want to • Collaboration with Tax Professional know if you are taking the standard deduction or itemizing on your tax • IRMAA Review return as well as if you have any tax • Roth Conversation loss carry forwards or any large tax • Itemization Strategies liability coming due.