Sloan Investment Management, LLC

Tax Efficient Investing

Tax-efficient investing is one of the key approaches to successful long-term investing.

Harvest tax losses throughout the year – not just at year-end

  • Tactical portfolio management
  • ETF / mutual fund substitutions

Strategically utilize qualified accounts for tactical portfolio management

Manage tax-lot specific gains and losses by position to minimize tax implications

  • Custom for each account
  • Avoid paying higher tax rates

Manage exposure to income and capital gains distributed by mutual funds

  • Efficient ETF trade/swap
  • Funds allow for simple rotation while maintaining exposure

Planning for withdrawals

  • Efficiently raise cash
  • Manage income to prepare for cash flows