Different types of investments can receive different tax treatments. By using a combination of tax-deferred and taxable accounts and by actively managing those accounts’ capital gains and losses, it’s possible to optimize your taxable income and minimize the taxes you must pay. Investors with a mixture of equity and fixed-income investments can benefit greatly from optimal asset location, particularly if planning to withdraw funds from tax-deferred accounts soon. However, it’s critical to work with a financial professional who understands taxes as well as your broader financial plan. We welcome the opportunity to meet with you to help ensure your investment strategy is tax intelligent and that assets are placed in the appropriate location. | |
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Make Your Investments Tax-Intelligent With Optimal Asset Location
