Taxes can have a big impact on your portfolio. We know it’s not what you earn but what you keep that matters the most. Washington Trust Wealth Management can create a tax-efficient portfolio designed to produce greater after-tax returns.
Washington Trust’s approach to becoming tax-efficient includes:
- Maximizing tax-free and tax-deferred returns
- Balancing capital gains and losses
- Rebalancing your portfolio to minimize transaction costs
- Managing the potential impact of the alternative minimum tax