Eric and Pat consistently paid income taxes on their investment portfolios, eroding their overall return.
PartnersInWealth evaluates all of our clients’ taxable investment accounts regardless of where they are held (Wells Fargo brokerage, Fidelity, Goldman Sachs, etc.) for tax efficiency. Every December, we evaluate the potential year-to-date taxes due from each investment.
Based on this evaluation, PartnersInWealth instructs the brokers managing our clients’ accounts to sell stocks or bonds we have identified as showing a loss for tax purposes. The losses from these sales are used to offset gains from other investments, thereby reducing or eliminating taxes due.
Erica and Pat consistently save money on income taxes and enjoy an increased after-tax investment return.
Client Since: 2000