With PNC Wealth Management’s Tax-Managed Investing Resources, you can gain the knowledge and confidence to address the impacts associated with having to pay income or capital gains taxes on your investments.
Plus, with this newfound knowledge, you can effectively work with your trusted professionals to come up with strategies aimed at minimizing potential drags on your long-term returns.[1]
Below, you’ll see some links to education and potential strategies that you can use to help you be more tax-efficient and help set you on the path to reaching your long-term investment goals in the most tax-efficient way.
If you have money invested in stocks, bonds or funds in a taxable brokerage or advisory account, you probably already know that many of those investments produce taxable income from time to time. You also probably know that when you sell an investment, you often times must pay taxes on realized taxable gains – that is, the difference between what you paid for the investment and what you sold it for.
What we do know is that taxes can have a negative impact on your overall portfolio performance. In fact, Morningstar estimates that taxes can cost you up to 2%[2] in returns over your expected investing time horizon. That type of tax liability can take a huge bite out of your potential investment performance over time.
Paying special attention to the tax implications of your investments can be beneficial in the long run and knowing your options can help put you on the path to achieving the best possible after-tax returns.
Neither PNC Wealth Management nor your Financial Advisor provide tax advice. If you are considering a tax-managed strategy or service, you should review your tax situation with your own independent tax professional to fully evaluate how you may benefit.
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