Your non-qualified investment earnings can be eaten alive by taxes. Rehmann’s Unified Managed Account (UMA) uses an open-architecture platform to build enhanced tax management strategies within each portfolio. Through the UMA, we can provide individualized tax strategies for each client and offer a host of pro-active tax management techniques in an attempt to mitigate taxes.
- Tax-efficient allocation/manager changes
- Single security conversions
- Tax lot management
- Wash sale coordination
- Short-term gain deferrals and tax pickup opportunities
- Transition of pre-existing securities
- Tax efficient cash flow management
- Tax loss harvesting
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.
