Description
Join Sledge and Company Wealth Advisors for a complimentary Lunch & Learn focused on helping high net worth and income individuals maximize what they keep after taxes. While market performance is often outside our control, the tax impact of our investment decisions is not. During this educational session, we'll explore practical strategies that may help improve after-tax investment returns and may enhance long-term wealth accumulation.
Topics will include:
- Understanding "Tax Alpha" and the potential impact of tax management on long-term portfolio growth
- The tax differences between mutual funds, ETFs, and portfolios of individual stocks and bonds
- How tax-loss harvesting can help offset gains and improve after-tax returns
- Tax-aware bond strategies and maximizing after-tax income from fixed-income investments
- Asset placement strategies for taxable, tax-deferred, and Roth accounts
- Tax-efficient retirement withdrawal planning
- Family gifting and charitable giving strategies that may reduce taxes and support legacy goals
Enjoy a complimentary lunch and refreshments while gaining valuable insights from a team that integrates wealth management and tax planning. Whether you're approaching retirement, already retired, or simply looking for ways to become a more tax-efficient investor, this session will provide practical ideas you can use to make more informed financial decisions.
Date and Time
Tue, Sep 22, 2026
12:00p - 1:10p EST
Location
Sledge and Company Wealth Advisors, LLC
This presentation is provided for general educational and informational purposes only and does not constitute tax, legal, investment, or financial advice.
Strategies discussed have complex and individual tax consequences. Tax rates, contribution limits, RMD ages, IRMAA thresholds, and other figures referenced reflect 2026 rules and are subject to change. All examples and projections are hypothetical, illustrative, and not a guarantee of future results.
Before acting on any strategy discussed here, please consult your qualified tax advisor, attorney, and financial professional regarding your specific circumstances.
Sledge and Company Wealth Advisors, LLC is a SEC registered Investment Advisory Firm, Registration with the SEC does not imply any level of expertise or knowledge. Broker Dealer Affiliation: Capital Investment Group, Inc. Member FINRA/SIPC 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370