When it comes to investing, one of the biggest factors which can negatively affect your net returns is taxes. Tax-advantaged investing considers your tax burden with the goal of maximizing your bottom line, whether you are trying to provide cash for a short-term goal like college costs or trying to plan for a tax-advantaged future retirement. At PCIA North Texas, we recognize that tax efficiencies scale when your tax bracket is higher. Working closely with your CPA or accounting professional, we will consider the tax implications of your investments, and will seek to utilize and allocate the right types in your portfolio, whether they be tax-deferred, tax-exempt, taxable, subject to capital gains or otherwise.