A man, with gray hair, wearing an orange sweater smiles and laughs. Beside him, a woman with shoulder-length dark hair and a silk blouse smiles as well.

Plan Wisely, Four Steps to Tax-Efficient Investing

For investors, the difference between investing and intelligent investing might not be how much you earn on each investment but how much you keep, after taxes. By implementing tax-efficient strategies into your overall financial planning you can learn to manage, defer, and/or reduce your income tax burden and hold on to a larger portion of your wealth.