Portfolio Tax Planning

While investment decisions should not be driven solely by tax concerns, the impact of taxes on investing is a fundamental consideration anytime you are developing an investment strategy.  Certain investment actions have the potential to trigger adverse tax consequences.  WEALTH VISION ADVISORS® will evaluate your portfolio for tax efficiency and, as necessary, proactively reallocate your assets to minimize potential tax obligations without minimizing returns.  The higher your marginal tax rate, the more you may want to consider the impact of taxes when making changes to your investments.  With respect to retirement savings, we will help you determine if you are contributing as much as possible to tax-efficient accounts, such as IRAs and 401(k)s.