Here are five things investors and advisors should consider and weigh when it comes to tax-managed investing.
Many mutual funds will distribute capital gains every year—no matter what the market does. As 2021 comes to a close, advisors can begin to prepare their clients for the impact of those distributions and take steps to minimize the tax bite going forward.
The numerous proposals around tax policy in the upcoming budget debates mean it’s an opportune time to discuss tax-smart strategies with your clients.
Tax proposals and changes to the tax code are a near daily story right now.
Investors and planners desire clarity around tax rates to help make informed decisions around investment moves and related impacts to portfolios.
We believe paying taxes is a scenario where kicking the can down the road can actually be a good thing for taxable investors. Here’s why.
Imagine if you could show your clients the impact of taxes between funds and categories. Now you can. Here’s an exclusive first look at our Tax Impact Comparison Tool.
It’s open season on capital gains. Four ways advisors can help clients navigate potential unpleasant taxable distributions.
Are investors paying too much in investment taxes? Can you help them create better after-tax outcome? Without a basic understanding of the individual tax forms, it can be challenging to critically analyze. Given this is the first tax year to reflect the Tax Cut and Jobs Act, there are a few changes advisors should understand to better prepare for reviewing clients and prospects tax situations relative to their investments.
Investors are likely looking at their portfolios and trying to determine how the volatile fourth quarter impacted their returns and how it impacted progress toward their financial goals. Having the market (Russell 3000® Index) pull back -14% in a single quarter and drop -5% for the year is tough, but for taxable investors, the possible tax hit will add insult to injury.