Guide to Tax Managed Investing

Exploring the importance and nuances of tax awareness strategies

Tax management plays a crucial role in enhancing take-home returns and securing financial plans amidst projections of muted market returns. Strategic tax planning strategies can significantly impact investment outcomes by optimizing asset location, utilizing tax-advantaged accounts like health savings accounts (HSAs), and implementing effective tax-loss harvesting techniques.

Strategic asset location optimization is another important focus and involves allocating investments efficiently to tax-advantaged accounts, optimizing from high-level asset classes to specific vehicles like HSAs. This research supports tax-aware strategies such as growing equity assets in taxable accounts and using tax-sheltered accounts for rebalancing. By managing returns and income effectively, investors can enhance account selection decisions ultimately and improve after-tax returns and portfolio strength.

Download this report now for more on the benefits of intentional tax management and how to construct informed portfolios and investments.