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Adviser hedges part of $2.3 million portfolio without a tax plan

The adviser’s proposal would manage $700,000 using a proprietary equity hedge strategy, according to MarketWatch.

Reported · Written up by our desk · Fund Industry

MarketWatch reviews a reader’s dispute with a financial adviser who argues that a tax-efficient withdrawal plan is unnecessary for a $2.3 million portfolio.

In the proposal described by the outlet, the adviser would instead use a proprietary equity hedge strategy to manage $700,000 of the assets.

The question raised is whether that approach meaningfully addresses withdrawal planning needs, given the lack of a stated tax-focused plan.

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