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Tax Management

At Wagner Loftin Investment Services we believe that minimizing taxes helps to maximize long-term asset growth. Although we do not prepare tax returns, our firm manages money with attention to how taxes affect planning strategies and investment returns. We do this by measuring the potential tax benefits of a portfolio strategy against the shrinkage caused by taxes.

As appropriate for a clients’ particular situation and in coordination with your tax professional, we may suggest strategies with respect to Substantially Equal Payments (Rule 72t), Required Minimum Distributions (RMD), Net Unrealized Appreciation (NUA) or other approaches as a particular situation may warrant.

Achieving a proper balance of investment risk and return is our primary objective, however your tax concerns are always a consideration at Wagner Loftin Investment Services.

Neither Sagepoint Financial, Inc nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.

Thinking is one thing no one has ever been able to tax.
~Charles F. Kettering~