While many investors are focused on the impact of investment fees on portfolios, they often overlook the fact that taxes can create a major drag on long-term investment returns. Unpredictable changes to tax laws can put a premium on strategic flexibility.
With the potential for major changes to the tax code discussed frequently these days, investors need smart, flexible tax strategies that can help them maximize returns. Advisors who understand these tax strategies and the breadth of tools available have an opportunity to differentiate themselves in a highly competitive marketplace.
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Protective and Protective Life refers to Protective Life Insurance Company (Nashville, TN), and in New York, Protective Life and Annuity Company (Birmingham, AL). Securities offered by affiliate Investment Distributors, Inc., a broker-dealer and the principal underwriter for registered products issued by Protective. Neither Protective nor its representatives offer legal, tax, or investment advice. Purchasers should consult with their attorney, tax advisor, or financial professional regarding their individual situation.