Tax Mitigation Planning
Tax efficiency can be one of the largest value-added activities advisors can provide for their clients. Several tax management strategies will be covered, including:
• Tax Harvesting
• Asset Allocation
• 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.
By contacting us, you may be offered information regarding the purchase of insurance and investments products.
Phone: (510) 217-8125
Fax: (510) 227-5931
2413 Webb Ave. Suite B
Alameda, CA 94501-2922