“One of the key components to a successful investment plan is to maximize your investment potential by keeping more money in your portfolio through tax deferral.”
— Angelo R. Imbrogno | Founder & President
Model Wealth Portfolio — Tax Aware
We are always mindful of tax efficiency, however; we prioritize tax consequences higher in this option by emphasizing managers and investment strategies that have historically produced tax-efficient capital growth. Tax Aware (TA) portfolios available in Model Wealth Portfolio (MWP) seek to grow capital through an all-weather investment approach, with heightened sensitivity to tax implications of investment choices.
Common Stock Portfolio
Here we create a custom-designed and diversified portfolio of common stocks focused on your specific investment objective. One benefit is qualified dividends may provide beneficial tax treatment on the income generated. We can also address the timing of potential capital gains to fit your needs and tax situation. This option also provides a legacy estate planning advantage with the current tax benefit of step-up cost basis for beneficiaries.
Tax Deferred Strategies
When setting aside funds for long-term goals such as retirement, tax-deferred vehicles are an incredibly valuable device for effective and tax-efficient retirement saving. A tax-deferred vehicle allows a taxpayer to postpone taxes on any investment earnings generated and allows more of your returns to compound over time, resulting in potentially higher long-term returns. Tax deferral may give you a big boost over time — forgoing the tax bite while you grow your money and possibly lowering the tax impact when you decide to take income later.
This information is not intended to be a substitute for specific individualized tax or legal advice.
We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Blue Diamond Wealth Management and LPL Financial do not provide tax or legal advice.
We suggest speaking with your tax or legal advisor prior to making any decisions.