For taxable, trust, and joint accounts how are taxes and realized gains shown?
Although we try to keep portfolio turnover to a minimum, no active investment strategy is optimized for tax efficiency. This includes our Dynamic Advisor Programs, Alpha Allocation Portfolios, or Hedgeable Funds. Active strategies are terrific for retirement accounts such as IRAs and 401(k)s. Our passive strategies such as the Long-Term Stock, High-Income Stock, and Fixed Income ETF, have little to no trading throughout the year, so taxes consequences are greatly reduced. Thus, if you are very concerned about taxes, you may want to hold passive strategies, at least in part of your account. Hedgeable does not give tax advice. Please consult with your tax advisor for any tax related questions before choosing any of the Hedgeable Investment Strategies. When your account is funded, we will show you approximate realized/unrealized gains and losses in real-time on the online technology platform and will provide you with a tax calculator. Please note, these numbers are not official; all offic
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