For non-retirement accounts that we manage, we are diligent about tax implications and how they affect the investments ‘bottom line’. We use tax favored investments and are conscientious about tax efficiency.
Retirement Accounts can also vary in their ability to provide tax favored treatment. Whether it’s Roth 403(b)’s, Roth Conversions, Traditional IRA’s or 457 tax deferred programs, we’re able to look at your particular situation and provide great insight to these programs and what will work best for you.
Disclaimer: Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
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200 Hansen Road, Suite 1
Charlottesville, VA 22911