Get your 1099 Tax Form Guide.

Do you know how much you lost to investment taxes last year?

Many investors find taxes to be an inconvenient reality.

When their investments are doing well, they don’t really think about the impact of taxes on their portfolio. However, when their investments are down, taxes can be a significant issue.

Now may be a good time to review your portfolio with your investment professional and assess how investment taxes are impacting your long-term wealth.

We believe the first step is taking a closer look at your 1099-DIV form. Our 1099 Tax Form Guide is designed to help you and your advisor conduct a productive review, especially during this tax season.

After a year such as 2022, tax-managed investing may help you by minimizing your tax burden and ensuring taxes don’t take a bigger bite of your portfolio’s returns.