Tax efficiency checklist

Visualize your tax strategies and understand the impact of all your
accounts with our helpful tax efficiency checklist.

There’s a lot to consider when filing your taxes, especially when you have a robust investing portfolio. IntentGen has created
a free resource to illustrate which accounts need immediate attention and which can be deferred.

Use this checklist to help you discover which accounts to tax:

Now

Such as checking, savings, and mutual funds

Later

Such as IRAs, 401(k)s, and annuities

Never

Such as 529s, life insurance, and HSAs

Knowledge is Power

As your financial partner, we’re here to help you understand your finances from
all angles. Get a clear projection of your taxes with this free tool today.

Download Now