Tax-aware asset allocation
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United States of America Patent
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Jun 12, 2012
Issued Date -
N/A
app pub date -
Mar 31, 2003
filing date -
Mar 29, 2002
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A method of tax-aware asset allocation is provided. According to one embodiment, information is received regarding financial products available for investment in a taxable account and a tax deferred account of an investor. Information is also received regarding current investments held in the taxable account and the tax deferred account. Tax characteristics associated with each financial product is determined by evaluating information regarding distributions and/or information regarding turnover. Relevant financial circumstances of the investor are also determined. Finally, advice is formulated regarding a recommended portfolio of financial products, including a recommendation regarding which of the taxable account and the tax deferred account each financial product in the recommended portfolio should be held by performing a portfolio optimization process that takes into consideration the tax characteristics, the relevant financial circumstances, and tax implications of holding the financial products in the taxable account versus the tax deferred account.
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