Tax Planning

You could be overpaying on taxes. We can change that.

We've saved clients thousands per year through our tax optimization strategies.

  • Shelter higher yield securities and other assets through tax location
  • Offset realized capital gains with tax-loss harvesting
  • Maximize tax efficiency with a portfolio featuring individual stocks and tax-efficient ETFs
  • Have these topics explained and more on our free call

For illustrative purposes only

Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.

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See if these tax optimizations are right for you on a free call.

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