Tax Overlay Service: Tax Efficient Investing

The Tax Overlay Service is designed to help reduce tax exposure with the goal of improving after-tax returns.

Taxes you pay on gains from investments, or capital gains taxes, could be your portfolio's largest expense. Particularly for some investors, the taxes they pay on these gains could approach 50 percent or higher.

While you may only file taxes once a year, managing your capital gains tax liability should be continuous and ongoing. Download our brochure to learn more!