05/19/2026
If a tax strategy sounds too good to be true, it’s worth slowing down and asking more questions.
Here are 3 signs a tax strategy may deserve extra scrutiny:
1️⃣ The tax benefit seems dramatically larger than the actual investment.
2️⃣ The strategy is being marketed more for the tax break than the investment itself.
3️⃣ You’re being told “everyone wealthy does this” or pressured to move quickly.
Tax-aware planning can be incredibly valuable. But complexity, illiquidity, fees, and IRS scrutiny should always be part of the conversation, too.
Disclosure: Gunder Wealth does not provide tax or legal advice. Please consult your tax and legal professionals regarding your specific situation.