Private Bank Tax Planning Strategies

We can help you make the most of your money with a strategic tax plan*.

Taxes affect almost all parts of your financial life and can be imposed at the individual, trust, estate, and business levels. To make the most of your money, you may already be using tax-efficient savings vehicles, such as your employer's 401(k) retirement savings plan, IRAs, or annuities. However, you may have other options.

Turn to your Fifth Third Private Bank Advisor to address all of your tax exposures.

Contact your
Private Bank Advisor

With your Fifth Third Private Bank Advisor, you have access to a fully coordinated approach and a vast range of solutions to create a tax planning strategy.

Your advisor will look at your individual tax exposures and situations and create projections and a plan to manage your liabilities. And they will work with your other advisors, including your attorney and accountant, to make sure your financial program is fully coordinated.

We'll take a comprehensive look at your tax exposures and options.

  • Does your employer compensate you with stock options? We can help you carefully plan for exercising your options, taking tax considerations into account.
  • When should you sell your investments? We can help you understand how the timing of your sale can affect your capital gains tax liability.
  • Are you planning to sell a family business? The way the sale is structured can greatly affect your taxes.
  • Do you want to take advantage of gifting strategies to minimize the taxes on your estate or donate a portion of your estate to a philanthropic cause? We can help you assess your options and determine next steps.

 Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

Asset Allocation, Alternative Investment and Hedging/Diversification strategies are intended to mitigate the overall risk within your portfolio. Some strategies may be subject to a higher degree of market risk than others. An investor should understand the costs, cash flows and risks inherent in a strategy prior to making any investment decision. There are no guarantees that any strategy presented will perform as intended.

Fifth Third Private Bank is a division of Fifth Third Bank offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor. Registration does not imply a certain level of skill or training.

Investments, investment services and insurance:
Are Not FDIC Insured Offer No Bank Guarantee May Lose Value
Are Not Insured by any Federal Government Agency Are Not a Deposit

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