Essential Asset Management, LLC   

Investing In Your Priorities

Tax Efficient Investing

There are a wide variety of tax-efficient vehicles, including tax-efficient mutual funds, retirement plans, tax deferred annuities, and municipal investments.  EAM uses tax efficient investing when possible to minimize tax liability while creating customized portfolios.

Here are a few strategies EAM employs to reduce tax liability:

  • Use of tax efficient mutual funds, and ETFs
  • Maxing Out Retirement Plan contributions ahead of taxable accounts
  • Tax Loss Harvesting
  • Capital Gain Management
  • Asset Location

For a more thorough evaluation of clients' tax situation, Steve consults with his tax partners, primarily local CPAs and tax attorneys. For more information, or to discuss tax efficient investing in more detail, please email us.