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Income from taxable investment accounts can quietly increase your tax bill if it’s not coordinated with the rest of your financial plan. The “Non-Qualified Portfolio Tax Issues” guide provides a comprehensive checklist to help you evaluate how interest, dividends, and capital gains from brokerage accounts affect your AGI and MAGI—and ultimately your broader tax strategy. It walks through key considerations such as taxable and tax-exempt interest, qualified versus ordinary dividends, realized and unrealized capital gains or losses, capital loss carryforwards, mutual fund capital gain distributions, and cost basis methods.
This guide goes beyond basic tax awareness by helping you align portfolio decisions with strategies like Roth conversions, charitable giving, donor-advised funds, tax-loss harvesting, NIIT thresholds, IRMAA planning, and estate step-up in basis opportunities. Ideal for high-income investors and executives managing complex portfolios, it ensures your taxable account works in coordination with your overall wealth and tax plan—not against it.
Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.