Portfolio Strategies for Year End Tax Planning
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Portfolio Strategies for Year End Tax Planning

12/24/2017

Guest(s): Brianne King, Michael Godwin, and Matthew Karr

Portfolio Strategies for Year End Tax Planning

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Learn why it is important to focus on an individual’s or family’s top Federal tax bracket when considering tax savings, We’ll also discuss how long term capital gains is calculated with a publicly traded security, the concept of selling for a tax loss and more. With an incentive to save 20%, 33%, or 40% of income or investment gains, you should be properly motivated to listen to today’s show.

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3 Considerations that May Reduce Your Portfolio Income Tax Footprint

Is your investment portfolio creating a burden for you at tax time? If the answer is yes, it may be time to consider different strategies to help reduce your portfolio taxes. The spectrum of investments is vast and certain types of investments are more tax efficient than others. A simple shift in your investment strategy may help to reduce your portfolio taxes.

Download now to read three considerations to evaluate with your tax professional, to help make your portfolio more tax efficient!

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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