Tax-efficient Placement Of Investments

Annex Wealth Management understands that true holistic financial planning should consider the tax implications of your investment decisions.

Unfortunately, taxes can be one of the biggest expenses an investor could encounter. Understanding the tax code and investment management means knowing that the tax code recognizes different sources of investment income with a variety of taxable outcomes.

The Annex team is mindful of how tax-efficient your investment options are, and, depending on your overall strategy, your plan may recognize that sometimes paying taxes now might be more desirable than potentially paying a greater amount in taxes later.

Tax efficiency helps your plan’s progress. It can help prevent overpayment of some taxes, and keep money invested and growing towards your goals.