Helping Diligent Advisors Ensure They're On The Right Planning Path
Updated 12/1/2023
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: