Maximizing Investment Returns with Envestnet | Tamarac's Tax Managed Overlay Solution

Envestnet | Tamarac

Maximizing Investment Returns with Envestnet | Tamarac's Tax Managed Overlay Solution

Efficient Tax Management for Advisors and Clients

Managing clients' taxes can be a daunting task, but with Envestnet | Tamarac's Tax Managed Overlay solution, it doesn't have to be so complex. By offering tax efficient strategies, advisors can ensure their clients' tax liabilities are managed effectively, leading to happier clients and improved portfolio performance. The solution allows for customization to each client's unique situation, provides ongoing monitoring of client accounts, and takes the burden of tax management off advisors' shoulders, allowing them to focus on managing investments and building stronger client relationships.

Reducing Portfolio Gains Lost to Taxes

Did you know that up to 44% of portfolio gains could potentially be lost to taxes? Envestnet's Tax Overlay service is designed to manage tax drag and facilitate tax efficient investing, ensuring that investors retain a higher portion of their gains. By leveraging tax loss harvesting and placing investments strategically based on tax efficiency, clients can maximize after-tax returns and minimize the impact of taxes on their investment performance.

Understanding Tax Management Strategies

Tax loss harvesting is a key strategy utilized in tax management, which involves selling investments at a loss to offset capital gains realized throughout the year. Additionally, tax efficient strategies involve placing investments in qualified accounts to minimize taxes on tax-inefficient assets, while placing tax efficient investments in nonqualified accounts. Envestnet's Tax Overlay service offers a holistic approach to tax management, optimizing after-tax returns by modeling the tax impacts of all trades specific to each client's situation.

Enhancing Client Value with Tax Overlay Services

Envestnet's Tax Overlay service goes beyond traditional tax management practices by providing year-round tax optimization for client portfolios. By considering the tax implications of investment decisions throughout the year, advisors can protect their clients' capital gains and enhance the overall performance of their portfolios. This proactive approach to tax management can make a significant difference in long-term investment returns and strengthen the advisor-client relationship.

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