Tax Strategies

Implementing the appropriate Tax strategies is extremely important to ensure we maximize your after-tax returns. This can include selecting tax-efficient investments, such as tax-free bonds or municipal bonds, and taking advantage of tax-deferred retirement accounts like 401(k) or traditional IRA. It also includes being mindful of the timing of buying and selling investments and harvesting losses or gains to offset each other and considering tax implications when making investment decisions. By implementing effective tax strategies, we can help to keep more of your returns, which can have a significant impact on your long-term financial success. We work diligently with your CPA and other professionals to ensure we implement the best tax strategies available.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.