Asset Allocation   Portfolio Performance     Risk Tolerance   Tax Implications 
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Every investment has certain tax implications. Excessive taxes can have a major impact on the net performance of your assets. But no matter how much you earn, you can make the most of tax-advantaged investing with the appropriate asset allocation mix. One goal of an effective asset allocation strategy is to position your assets so that you can take advantage of current tax laws. Effective asset allocation also gives you more control over your money, controlling the amount of taxes you pay and when you pay them.

For the greatest tax efficiency, it's important to choose the right combination of before-tax and after-tax investments. Your advisor, in partnership with an H&R Block Tax Professional, has the knowledge and experience to help you understand the tax implications of your investments. Together, you can create an asset allocation strategy that considers the tax implications.

Each of the above investments has certain tax advantages. Please speak with your financial advisor or tax professional for more details.

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