As portfolios grow, taxes can quietly take a bigger bite out of long-term outcomes. That's because managing significant wealth isn't only about investment returns. It's also about how decisions around timing, account structure, and withdrawal planning affect net outcomes. Without a clear, tax-aware approach, even strong performance can feel less impactful over time.
Fisher Investments' guide, Tax-Efficient Wealth Management for Affluent Investors, explores how tax planning fits into a broader portfolio and estate strategy when managing $5 million or more in assets. Inside the guide, you'll find practical tax planning considerations and investment approaches designed for affluent investors approaching or in retirement.
If you have $5 million or more invested, the guide offers perspective on aligning tax considerations with retirement and estate planning. |
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