Name: Tax Management Is an ‘Inseparable’ Part of Wealth Management
Uploaded: 2025-11-20T15:28:00Z
Duration: 1 min 58 s
Description: Heather Robison, a financial advisor at Fourstone Wealth Management, shares tax-saving strategies and discusses the importance of tax planning.

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Heather Robison, a financial advisor at Fourstone Wealth Management, shares tax-saving strategies and discusses the importance of tax planning.

https://m.wsj.net/video/20251121/2a7cbce0-f420-4007-878f-bc575754dce7/2/hls/manifest-hd-wifi.m3u8

Tax Management Is an ‘Inseparable’ Part of Wealth Management

To me, it's hard to have the conversation about wealth management without managing taxes. It's such a huge part. Many retirees have IRAs. I mean, you're gonna have the discussion. "How much of that do you need to withhold to pay tax?" And, again, getting to know your client. Those that are philanthropic, why not have us write the check right out of your IRA and go to the qualified charitable distribution that's not taxable. "Oh, I didn't know I could do that."

Exactly.

You know, just reminding them that there are ways that, you know, we can help you save money. And then that money works more for them and for the things that they care about.

Any other examples that maybe an advisor listening right now could go, "Oh, that's a use case for getting closer to the tax side of the business?"

I think so. I think, again, keeping that communication open, you can go through more complex strategies. In our case with a lot of retirees from Conoco and Phillips they have a lot of low basis stock. "Oh, did you know that you can roll that out or distribute that out after 55 and a half to a brokerage account?" And it's a one of those rare tax breaks where if you do that, it's called net unrealized depreciation. Now you're getting complicated and their eyes get glazed over. But if you can simplify it and say, "And if you're gonna make that donation to the church anyways, why don't you do it this way and then let us transfer this stock directly to that charity so you don't pay capital gains." You're really, I mean, that's what net unrealized appreciation is. That difference between your cost basis when you distribute it out and the fair market value when you sell it. If you don't sell it, you just saved a lot of money in taxes that they didn't even know was possible until you have that conversation. And maybe you don't know unless you ask the client, you know, "What are your goals?" "Where are you spending money?"