Schechter Investment Advisors

The Value of Independence

As Independent Registered Investment Advisors, we have a single dedication and focus: Your goals. For us, being independent means having the freedom to better serve our clients. We provide complete transparency into investment fees and our process. You are never left wondering what our motive is - we have a fiduciary duty to always act in your best interest. We are by your side, ready to advise.

Managing Tax Efficiency

Tax Loss Harvesting

It’s not what you make; it’s what you keep. We utilize active tax loss harvesting and holding periods to make sure paper gains are not eroded by avoidable taxation. High net worth investors are precisely the people most affected by taxes.

April 22, 2020

Three New Reasons to Consider Roth IRA Conversion After COVID-19

Three recent developments suggest that you reconsider Roth IRA conversions, particularly if you have funds outside of IRAs or other retirement plans from which to pay the tax.

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April 13, 2020

CARES Act: 100% of AGI Limit on Charitable Contributions Explained

The simplest case is that you can take an income tax deduction in 2020 for cash contributions of up to 100% of your AGI directly to charity.

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April 7, 2020

Giving More Than 60% of Income to Charity? CARES Act Says Deduct it

Under the CARES Act, donors can get a Federal income tax deduction for charitable contributions of up to 100% of their Adjusted Gross Income (AGI).

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Investment Insights:

Portfolio Rebalancing

Rebalancing is the process of realigning the weightings of a portfolio of assets. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation.

Curious About How Schechter Can Help You Achieve Your Unique Goals?

Reach out to learn more: investmentadvisorteam@schechterwealth.com

248.731.9500

251 Pierce St.
Birmingham, MI 48009