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    Home » Tax Mitigation Planning

    Tax Mitigation Planning

    Tax Mitigation Planning

    Tax efficiency can be one of the largest value-add activities advisors can provide for their clients. Managing an all equity portfolio for tax optimization can add approximately 100 basis points of annual value when compared to an investment strategy that is not actively managed.  Several tax management strategies will be covered, including:

    • Tax Harvesting
    • Asset Location
    • Buy & Hold
    • Non-Qualified Tax-Deferred Accounts

    Let’s face it, taxes can be a real drag on an investment portfolio. This is especially true if you are investing in mutual funds in a taxable account. Mutual funds are forced to pay out interest, dividends and realized capital gains on the individual holdings inside the funds – whether a fund goes up or down in value. The impact on investor portfolios can be staggering.

    Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

     

    To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at admin@pacificexcel.com or call us at (510) 217-8125 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investments products.

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