Issue link: https://info.seic.com/i/1488741
2 VITAL: Tax management Did you know that taxes are one of the biggest detractors of your overall investment performance? The good news is they can also be one of the easiest to control. If you answered no to any of these questions, keep reading and then work with your financial advisor to learn which tax strategies make the most sense for you. Did you know that your taxes can be significantly impacted by the amount of time you hold onto an investment before you sell it? When you sell an asset for more than what you paid, you create a gain—your profit. Gains are taxed differently depending on whether you held the asset for more or less than a year before selling it. Do you know what your after-tax return is? Taxes impact every investor, regardless of income level. Are you actively planning your level of charitable donations with your advisor to minimize your taxes? Working with your advisor, you can find lots of ways that charitable contributions can be utilized to mitigate tax liabilities through reducing taxable income or deferring capital gains. Do you know the current impact taxes are having on your overall investment portfolio? Make tax management a part of your regular conversations with your financial advisor. Your advisor can calculate your after-tax return and help you explore other strategies to keep more of what you have earned. 1 2 3 4 Are you a tax-smart investor? Ask yourself these four questions to find out.