Your question: How can tax planning impact my investment strategy?

Answer:

Taxes can affect your net returns, making tax awareness an important part of portfolio construction. Asset locationโ€”deciding which investments are held in taxable accounts versus retirement accountsโ€”can influence long-term growth. We help illustrate how strategies like tax-efficient investing or rebalancing might fit within your overall financial plan, while your tax advisor handles the technical rules and filings.

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