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	It Is Time To Get Serious Thumbnail

It Is Time To Get Serious

The S&P 500 Index of domestic large companies generated the worst start to a year in 50 years.

Are you worried about the stock market’s drop in your portfolio?

If so, it is time to get serious.

Focus on something that matters, not the short-term volatility of the stock market.

After all, the stock market is two steps forward and one step back. If you aren’t prepared to endure the one step back, you will miss out on the two steps forward.  

It is time to get serious about something that matters in your journey to building wealth – like taxes.

For almost all investors, the biggest drain on their financial resources over a lifetime of investing will be taxes, especially when they start withdrawing money from portfolios at retirement.

Consider tax planning opportunities like:

  • Location of your assets within your portfolio
  • Bracket management of your taxes
  • Capital gain harvesting
  • Capital loss harvesting
  • Roth conversions
  • Qualified charitable Deductions
  • Estate planning opportunities
  • Gifting

It is time to get serious and take action. Take a moment and review Vanguard’s “Six tax-saving strategies for smart investors.”

If you're missing out on the tax opportunities I've listed above, connect with me and let's strategize a tax-efficient plan together.