Advanced Tax Strategies For Investments With Large Capital Gains

When individuals make investments, the hope, of course, is that those investments will appreciate over time. When such appreciation occurs within a tax-preferenced account, such as a retirement account, there are no tax consequences when such appreciated assets are sold. For investors with taxable portfolio assets, however, capital gains may be realized and become taxable when appreciated assets are sold, whether to support ongoing living expenses, rebalance, or for some other purpose. Thankfully, there are a substantial number of strategies that advisors can consider exploring to help clients reduce, or even eliminate, capital gains taxes. This session will explore a host of these strategies, with the goal of equipping advisors with a larger toolbox of solutions designed to help clients reduce tax exposure, leaving more of a client's hard-earned savings available to meet plan goals.