As investors accumulate assets and their objectives evolve, a fundamental question often receives less attention than it deserves: Is continued tax deferral always the best outcome? “The answer, in many cases, is more nuanced than investors and advisers may initially assume,” explains Nathan Clayberg, senior vice president at MLG Capital, in a sponsored report published in the September issue of Real Assets Adviser. Clayberg goes on to state that investors should evaluate all available options before assuming another exchange is the only logical path forward. “Ultimately, the goal is not simply to defer taxes. It is to select a strategy that aligns with an investor’s long-term goals, lifestyle objectives and overall por
