Sentences with phrase «optimized tax strategy»

However, creating an optimized tax strategy will greatly impact your financial plan.

I want to help you build multiple income streams, optimize your tax strategies, and get you in the right savings mindset in order to reach financial independence.

Not exact matches

In this vein, optimizing resource mobilization through improved tax compliance and efficient and effective revenue administration remains an important part of our fiscal strategy to boost domestic revenue mobilization for 2018 and the medium term.

However, you can still restructure your payment strategies to optimize your tax results even if your current retirement income plan doesn't provide maximum tax benefits.

We quickly discovered that the ETF vehicle facilitates our ability to optimize our strategies, while minimizing tax liabilities, an issue that plagues «traditional» active managers, such as mutual funds.

Elite Access Advisory features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Elite Access features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

With strategies available to help you optimize and streamline the transfer of wealth, a tax - deferred investment vehicle could provide lasting benefits for your beneficiaries.

I've long been on record as saying that for many investors, trying to optimize their tax situation is not optimal for their overall strategy — worrying about asset location and moving to US - based funds can add significant levels of complexity for the sake of a few extra basis points.

He is responsible for a variety of passive equity strategies including exchange traded products as well as optimized separately managed tax - efficient strategies.

Coordinate with third party accounting firms to develop strategies for optimizing corporate tax situations.