The Unified Managed Household has arrived.
Taxes are often the largest drain on investment returns, from the most conservative to the most aggressive investment goals. On top of that, many households have multiple account types, financial advisors, and investment strategies with a variety of tax treatments.
Rarely, if ever, are taxes fully considered in a financial plan and its implementation.
This resource shows how a Unified Managed Household approach can optimize tax efficiency by addressing tax liabilities across a household’s accounts and holdings.
