Tax Overlay

with PNC Investments

How It Works

The PNCI Tax Overlay Service allows investors to coordinate taxes across separately managed accounts (SMAs), establish tax budgets, and even defer taxable gains for set periods of time for an additional fee.

The service is currently available for use in our Capital Directions and Portfolio Solutions Strategist Programs. This means you can open an account, restructure a portfolio, or even pursue a highly customized investment strategy with a plan in place to manage your tax impacts.

With the tax overlay service, this is managed through careful oversight and targeted trading, allowing investors to more closely align their tax strategy with their overall investment objectives.

Working with PNC Investments

Neither PNC Investments nor your Financial Advisor provide tax advice. You should review your tax situation with your own independent tax professional to fully evaluate how you may benefit.



How can an Individual Retirement Account benefit me?

A comprehensive overview of IRAs including the various types, their benefits, and considerations to determine which may be right for you.

3 min read


Roth Retirement Products Offer Tax-Free Income in Retirement

Consider Roth IRAs or 401(k)s based on your income and tax status

2 min read


There’s No Time Like Right Now to Take Advantage of Your 401(k)

The power of compound interest can turn modest contributions into big savings for retirement

3 min read

Learn more about how PNCI’s Tax-Managed Resources can help you achieve your long-term investment goals in a tax-efficient way!

How PNC Investments Does Business

Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details