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How Do Taxes Figure into Your Financial Plans?

Client Centered

We believe that the average investor gives up unnecessary returns without a customized plan aimed at reducing their annual tax bill.

A Tax-Smart portfolio has the potential to deliver a 43% better return over a 25-year period*.

With Tax-Smart Investing™ (TSI), we focus on after-tax outcomes by working with clients to invest and plan for their goals in a tax-conscious manner.

Traditional advisors focus on maximizing pre-tax returns, but they miss a big part of the picture: The average American pays $10,489 annually in income taxes1.

We utilize an 8-Point Tax-Smart Framework for wealth management to help you maximize your financial potential.

Keep more of what is yours!

To see how our Tax-Smart Investing approach is dedicated to helping you keep more of what you have worked so hard for, schedule an appointment with your Avantax financial professional today.

Beginning 2020 hypothetical portfolio value of $100,000 and investment time horizon of 25 years. Assumes reinvestment of dividends and capital gains. This is a hypothetical example used for illustrative purposes only and does not represent the return on any specific investment.
"Traditional" portfolio value assumes hypothetical after-tax return of 4% annually.
"Tax-Smart" portfolio value assumes hypothetical after-tax return of 5.2% annually. Value difference of 1.52% is based on investor returns in non-tax managed US equity products (active, passive and ETFs) versus tax-managed US equity funds and average annual tax drag for five years ending 12/31/18.
"Tax-managed" refers to funds identified by Morningstar to be tax managed.
'Tax drag" represents the average Morningstar Tax Cost Ratio for funds in each category. The Morningstar Tax Cost Ratio measures a fund's annualized return reduced by taxes investors pay on distributions.
Past performance is no guarantee of future results.  

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