The Tax-Friendly model is designed for nonqualified accounts (individual, joint, trust accounts, etc.). The portfolio was selected because of its low-activity nature. This means internal transactions will be held to a minimum to reduce annual capital gain exposure. Additionally, subscribers are encouraged to use capital gain and loss harvesting techniques to further reduce tax exposure.

The Tax-Friendly model is designed for nonqualified accounts (individual, joint, trust accounts, etc.). The portfolio was selected because of its low-activity nature. This means internal transactions will be held to a minimum to reduce annual capital gain exposure. Additionally, subscribers are encouraged to use capital gain and loss harvesting techniques to further reduce tax exposure.