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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.
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Learn more about how PNCI’s Tax-Managed Resources can help you achieve your long-term investment goals in a tax-efficient way!
No service or strategy described here, will prevent the realization of taxable gains from your investments. The services or strategies seek to minimize the current impact of taxes on your account but will not eliminate the eventual realization of imbedded gains from your account. Frequent withdrawals from your account will increase the likelihood of the realization of taxable gains from your account. Additional fees, commissions, or trading charges related to tax management services or strategy may apply. There is no assurance that the benefits of tax management services or strategies will exceed applicable fees, commissions, or trading charges in any given year.
Please ask your Financial Advisor or review our Form ADV Part 2a program brochure for additional details.
This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.
Important Investor Information: Brokerage and insurance products are:
Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value
Securities products and brokerage services as well as managed account advisory services to US based clients are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and Member FINRA and SIPC. Managed account advisory services for non-US based clients are offered by PNC Managed Account Solutions, Inc., a registered investment adviser. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.
PNC Investments, PNC Insurance Services and PNC Managed Account Solutions do not provide legal, tax, or accounting advice.
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This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.
This document serves as the Retirement Account Customer Agreement for PNC Investments.
This document serves as the Brokerage Account Customer Agreement for PNC Investments.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.
PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.
PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.
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