Allen Atkins

Sometimes, understanding the difference between your overall return for the year and your taxable gain for the year can be a bit confusing. WT Wealth Management creates portfolios with a diversified mix of assets. In addition, during the year, we may have sold some of the assets to create an asset balance that we think is appropriate. Some of these assets have probably gained value and some of them may have gone down in value. At the end of the year, we then work to minimize your taxes owed. We … [Read more...] about Understanding Investment Returns on Your Taxes