Thinking About Taxes

The purpose of tax-efficient investing is to help increase your assets’ after-tax value.

How can tax planning affect the way I invest?

Your strategy—how much of various asset types to own—depends on your financial goals, risk tolerance, and other factors. But how you get exposure to each asset class, the type of account you put it into, and how you trade it can make a big difference tax-wise.

  • Your investment strategy depends primarily on your financial goals, not your tax rate.
  • How you implement your strategy makes a big difference.
  • The account types you use to hold your assets can affect your tax burden.
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All investing involves risk including the possible loss of principal. There is no guarantee any strategy, including a tax-managed strategy, will be successful.

Wells Fargo and its affiliates are not tax advisors. Be sure to consult your own tax advisor before taking any action that may involve tax consequences.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors, and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Special Reports

A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors.

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