The Not So Silent Performance Killer


Effective tax strategies involve more than simply waiting until year end to potentially harvest unrealized investment gains or losses.  Ongoing and proactive year-round management is key.  The initial decision of asset placement within different account types (IRA, 401k, Roth IRA, Non-Qualified, etc.) and incorporating tax efficient portfolio distribution methods in retirement are critical factors in successfully meeting your saving and spending goals. Frequent communication regarding the totality of a client’s financial assets and debts is critical to successful tax management.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. Indexes are unmanaged index and cannot be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment.

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