Empower's model assumptions for tax optimization include an available loss equal to 10% of portfolio assets, with an average loss of those assets being 15%, and tax rate assumptions for capital gains ranging from 15% to 36.2% and income ranging from 15% to 51.9%.

Authors

• Person: Not available Organization: Empower
  Personal Strategy ® Tax optimization - Empower

Sources

• Personal Strategy ® Tax optimization - Empower www.empower.com Empower via serper

Referenced by nodes (2)

• tax optimization concept
• Empower entity