Tax efficiency

Sound Advice: A Personal Advisor video series

Vanguard Personal Advisor Services® sat down with our advisors and other experts to discuss your most pressing questions on topics such as taxes, health care costs, and retirement transition. This ongoing series will provide guidance to help you navigate challenges, make informed decisions, and meet your financial goals.

In these 4 videos, we'll review how we can help you weigh tax-efficient strategies, understand the withdrawal options for your unique situation, and make financial choices that consider how much you'll pay in taxes and when.

The big picture

Get the big picture on building a tax-efficient portfolio.

Portfolio construction

3 key strategies to manage tax efficiency.

Financial planning

Tax-smart ways to save for your goals.

Withdrawal order

How order and timing can impact your strategy.

All investing is subject to risk, including the possible loss of the money you invest.

Vanguard Personal Advisor Services is provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Research our investment professionals with FINRA's BrokerCheck.