Tax Management
Minimizing your tax exposure.
In order to maximize your investable assets by lowering your tax payment, we use sophisticated proactive tax planning and asset allocation strategies. For taxable accounts, we use tax-managed or tax-deferred investments. These investments are bought and sold with a high consideration for taxes in order to help minimize taxable distributions.
A powerful, yet often overlooked tax-reduction strategy that we perform is active tax-loss harvesting — the selling of securities at a loss in order to offset capital gains tax liabilities. This enables us to limit the short-term capital gains, taxed at a higher rate than long-term capital gains, reported on your tax returns.
Source: 2009 S&P 500 Actual Return (26.46%)
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
