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Constructing a tax efficient investment strategy is essential to pursuing long-term financial goals. Investors find that allocating their funds across real estate, growth stocks, value stocks, bonds, and other assets makes it difficult to know if you are positioning your portfolio in the most tax efficient manner. Adding the complexity of knowing what investments should be in a taxable account versus a tax-deferred account versus a Roth account can make the task even more daunting. In this webinar, we will discuss the following:

- The role of asset allocation in tax efficient investing

- Factors that determine what assets you should hold in an account based on its tax treatment

- The importance of taking a holistic view of all of your assets, not just those held in a single account

- Hourly financial advice as a key component of holistic tax efficient investing

Hourly financial advice plays a key role in accomplishing a holistic approach to tax efficient investing. Hourly financial advisors, like Scholar Financial Advising, are paid directly for the advice they provide. This means that they can provide advice free of conflicts of interest from AUM fees and sales commissions that is in the best interest of their clients. Traditional financial advisors often only focus their advice on the assets they manage, which can lead to suboptimal tax efficiency. Hourly financial advisors, on the other hand, can provide advice on all of your assets, including those held as real estate, in employer retirement plans, IRAs, Roth IRAs, and taxable accounts. This holistic approach can help you to maximize your after-tax returns and achieve your long-term financial goals.

Tax-Smart Investing Strategies for Physicians