Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). The minimum investment amount for AQR Flex 250/150 is $3 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). A separate portfolio margin agreement is required.
December 11, 2024
Tax Solutions (AQR)
Key Takeaways
- AQR can provide potential investment alpha on top of significant tax deductions for investors with large capital gains.
- AQR is not for everyone.
- Works best in anticipation of a large sale of appreciated stock, real estate or sale of a business.
