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CREATING TAX ALPHA

What is tax alpha? The increased value created in an investment portfolio by using tax saving strategies is referred to as “TAX ALPHA™.” Some of these strategies include:
  • Effectively implementing drawdown strategies
  • Efficiently managing charitable gifts
  • Implementing IRA and Roth IRA strategies
  • Reducing “tax-drag” on investment portfolios
Who better to implement these strategies than a Certified Public Accountant carrying the Personal Financial Specialist designation?
Kevin Mahan CFA CPA/PFS
Principal
M&P Personal Financial Planning

4029 E. Broad St.
Columbus, Ohio 43213
(614) 316-3522
[email protected]

Why CPA/PFS Designation?

CPA/PFS Helping You Realize Your Financial Goals
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Advisory Services offered through Change Path, LLC an Investment Advisor. M & P Personal Financial Planning and Change Path, LLC are not affiliated.

​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

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