If Taxes Increase, Are Your Clients’ Portfolios Ready?

As the Biden administration considers proposals to increase personal tax rates, many of your clients could show a renewed interest in tax-efficient investing. Before moving forward, you should ensure you and your clients take into account how to build a tax-efficient model, as well as various evaluation tools. Tax issues can be complex, so it’s important you know what you’re doing before acting.

Download this article now for insights on why moving taxable bond allocations into municipal bonds could help, as well as other tax-efficient strategies. Topics discussed include:

  • Which type of bonds keep coming out on top
  • Adding tax-efficient alpha to portfolios through active mutual funds
  • The importance of leveraging long-term capital gains and dividends

As the tax landscape prepares to change, make sure you’re ready to answer client questions so they can maximize their portfolios.



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