Tax Optimization

Careful planning can assist you in reducing the taxes you pay and help achieve your financial goals. Tax optimization is part of the SOUND Wealth Management Group process for all clients. When building your financial plan, the impact of taxes is carefully considered throughout the current year and over your overall investment horizon. Taxes are tactically and strategically reviewed each year to best manage potential obligations – even beyond your investments that are held at Raymond James.

Tax Planning Key Numbers

To assist in our discussions and planning, below you will find some tax information that may be helpful.

Keep in mind that tax laws are often complex and frequently change. As a consequence, you should consult your tax advisor before making investment and tax decisions.