THREE DIFFERENT STORIES, SAME SOLUTION

The traditional answer is “Pay your taxes and move on”.

The strategic answer is “Position your wealth to offset those gains before they’re realized.”

The potential difference could be 15-25% of the taxable amount that stays in your pocket instead of going to taxes, depending on the circumstances.

Read on to learn more.

(Any examples are hypothetical and for educational and illustrative purposes only. Results are not guaranteed and will vary based on individual circumstances, timing, and applicable tax laws.)

Disclosures

This material is for educational purposes only. All examples are hypothetical and are not guarantees of future outcomes. Investing involves risk, including possible loss of principal. Tax outcomes depend on individual circumstances and may change based on tax law. This material does not provide tax, legal, or investment advice.

Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC Registered Investment Adviser. KinneyMunro Wealth Advisors and MPS are not affiliated entities. Registration of an investment adviser does not imply a certain level of skill or training.

Call us at KinneyMunro Wealth Advisors. We can help.