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Year-End Tax Planning Strategies

The fourth quarter of the year, when individuals are typically planning for the holidays, is also a great time for financial advisors to revisit the plans they’ve created for their clients. Year-end is a time when advisors must confirm if their clients satisfied their required minimum distributions and maxed out their retirement contributions, as well as rebalance portfolios and consider tax strategies. Below we look at the different tax strategies, investment vehicles and top managers that provide tax efficiencies.

One doesn’t have to search long for a reason why investors want to reduce their tax liabilities as much as possible, when you consider the tax ramifications of investing. Investment returns could be reduced by as much as 40 percent in any given year when factoring in federal income and capital gains, state and local taxes, and the alternative minimum tax. Helping reduce your clients’ tax liability is instrumental to growing their assets and helping them achieve their financial goals.

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