Get Tax Smart
Apply a refreshed, tax-smart focus to your clients' financial strategies. From important dates, to forms and tax-aware investment portfolios, we've got the resources you need to serve clients before, during, and after tax season.

Tax Smart Investment Strategies

For many investors, their tax bill is their biggest liability. Help your clients minimize the impact of taxes on overall portfolio performance with a variety of tax-smart investment strategies.

Common Strategies

Prepare for Client Conversations

Are you prepared to have productive tax-aware investing conversations with clients? Here are some additional resources to help you discuss the potential benefits of leveraging tax advantages for long-term growth:
Download the Get Tax-$mart infographic to illustrate to clients the potential benefits of tax management.

Review the Tax Prep Checklist with clients.

It's not too late to use these Year-End Client Meeting Tips.

Download the AssetMark Giving Fund Client flyer and talk to clients about the tax benefits of properly managed charitable donations.


2018 Tax Forms

Tax Season: Save the Dates
Know when clients are expected to receive important tax documents from the custodians available on AssetMark’s platform. (All dates are for the 2019 calendar year)

Form AssetMark Trust Pershing TD Ameritrade Fidelity
1099-R January 31 January 31 January 31 January 31
1099 February 28 January 31 - March 15 February 15 February 15
Revised 1099
(if applicable)
Mid/Late March Mid/Late March Mid/Late March Mid/Late March
5498 May 31 May 31 May 31 May 31

Tax-Aware Investing

Taxes can be a detractor from portfolio performance. Help your clients keep more of what they earn by implementing tax-aware strategies from our high-net-worth and Core Market strategists such as Clark Capital, J.P. Morgan, Parametric, New Frontier, and AssetMark (MarketDimensions). Reach out to us at 844-540-0972 for more information on these solutions.


Retirement Plan Tax Considerations

Help clients understand the main differences between the most common types of retirement accounts to maximize tax benefits based on their income, goals and timeline.

401K Traditional IRA Roth IRA
2019 Contribution Limits $19,000 for those under age 50
$25,000 for those age 50 and above
$6,000 as a combined IRA limit
$7000 for those age 50 and above
$6,000 as a combined IRA limit
$7000 for those age 50 and above
Tax Considerations Contributions lower taxable income in the year they are made. Distributions in retirement are taxed as ordinary income, unless a Roth 401k. If deductible, contributions lower taxable income in the year they are made. Distributions in retirement are taxed as ordinary income. No immediate tax benefit for contributing. Qualified withdrawals in retirement are tax-free.
Required Minimum Distributions Beginning at age 70 1/2 Beginning at age 70 1/2 None
Income Eligibility Eligibility not limited by income Deduction phased out at higher incomes Ability to contribute phased out at higher incomes

Important Tax Reform Take-Aways for 2019

The new tax laws have created an even greater opportunity for you to add value to clients through comprehensive financial planning with integrated tax strategies. Some of the most important tax law changes for your clients to consider as part of an updated wealth building strategy are:

  • Adjusted tax rates and brackets
  • Increase to standard deduction (nearly doubled)
  • Some itemized deductions reduced or eliminated, including mortgage interest and state and local taxes
  • Increase to child/dependent tax credit
  • Decline in corporate tax rate
Important Tax Reform Take-Aways for 2019 
Download this 2019 Tax Reference Guide for a summary of some of the updated federal tax guidelines.

For a more in-depth look at the potential impacts of the Tax Cuts and Jobs Act of 2017 tax reform, visit the Tax Reform section on
Contact us to learn more or call 844-540-0972 to talk with an AssetMark Consultant today.
Important Information

The referenced reports are for informational purposes only, are not a solicitation, and should not be considered as investment or tax advice. The information in the reports has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. AssetMark and its affiliates do not provide tax advice. Consult with a tax professional regarding specific tax situations. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission. Aris and Savos Investments are divisions of AssetMark. AssetMark and third-party strategists are separate and unaffiliated companies. The strategists are solely responsible for their content.

©2019 AssetMark, Inc. All rights reserved.
C32747 | 01/2019 | EXP 06/30/2020