Effective tax management is under-appreciated by the investment industry, yet constructing a portfolio with taxes in mind may be one of the most significant ways an investor can improve their overall investment performance.
Many investment products, like mutual funds, are incredibly inefficient from a tax standpoint. Your tax situation is not considered by fund managers when buying and selling throughout the year. In addition, new shareholders can be liable for gains in the fund that accrued before their investment, and worst of all - other investor’s redemptions can trigger taxes you’ll owe.
We build client-specific portfolios designed with after-tax total returns in mind. How well is your portfolio optimized for after-tax returns?
Advisory services are offered for a fee by WealthFactor, LCC, a registered investment advisor. Registration does not imply a certain level of skill or training. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. All visuals are illustrative only. Past performance is not a guarantee of future return. Investing involves risk. Calculations within our tools are based on information provided by the user. We recommend consulting with a financial professional before acting on any information provided by these tools. Read Full Disclosures