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General, Tax Planning, Assets and Investment Planning
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What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?

Non-qualified portfolio income can be a wild card when it comes to taxes. Interest, dividends, and capital gains all have an effect on your clients’ AGI/MAGI, and it’s important to properly factor this in when addressing their tax planning needs.

With your help, clients will have a better understanding of where they currently stand, and what options they have at their disposal, with coordinating the taxable income in their non-qualified portfolio with other tax planning goals.

This checklist covers important factors a client needs to be aware of when reviewing their non-qualified portfolio income, such as:

  • Taxable interest
  • Tax-exempt interest
  • Ordinary and qualified dividends
  • Realized long- and short-term capital gains/losses
  • Unrealized long- and short-term capital gains/losses
  • Capital losses being carried forward from prior years
  • Anticipated capital gains distributions from mutual funds
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