What does your Tax Protection package do?

Paying taxes is one of those all but guaranteed things in life; whether they're coming out of your paychecks or investment earnings. However, there are strategies you can employ throughout the year to attempt to lower your tax bill. With this in mind, we constructed our Tax Protection package to allow you the ability to possibly take advantage of these strategies. 

This package is designed to help you lower your tax bill each year through three different features: WiseHarvestingSelective Trading, and IRAutomation.

Managed Portfolios also offers IRAs as part of the IRAutomation feature, including Traditional IRAs, Roth IRAs, and SEP IRAs. Here are the steps to add an IRA to your Axos Invest Managed Portfolios account.

 

 

Axos Invest, Inc., and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

 

 

 

 

 

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