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Tax Planning

When it comes to investing, it’s not what you make that counts.  It’s what you get to keep.  Without proper tax management, many investors pay more taxes than they need to every April.  There are a myriad of taxes that can be triggered by our investments: taxes on dividends, on capital gains, or sale of shares, for example. Tax-aware advisors who, working with accountants and attorneys, structure a portfolio and choose solutions that help minimize investment taxes can provide significant value.  A knowledgeable advisor will holistically manage all of your assets, seeking to place less tax efficient investments into sheltered, or qualified accounts, and more tax efficient securities into taxable, or nonqualified accounts.

Benefits of A Tax-Efficient Distribution Strategy

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