​​Tax Efficiency Planning (TAG) – 2519

Tax Efficiency Planning

The practice of structuring an investment or financial strategy so that the least possible taxation occurs is called tax efficiency planning. We can help structure your tax efficiency strategy using the right combination of income-producing accounts that are tax-deferred, such as an Individual Retirement Account (IRA) or a 401(k) plan. Tax-efficient mutual funds are taxed at a lower rate relative to other mutual funds, and municipal bonds are exempt from federal taxes. Contact us for a consultation to see what strategy works best for you.