Looking for a way to distinguish yourself from the competition? By incorporating tax strategies into your wealth management process, you can help clients earn their share of an estimated $600 billion in tax alpha currently left on the table by investors.1 It´s a simple matter of realigning your investment strategies to focus on after-tax results.
Learn The Fundamentals of Tax-Intelligent Investing
- Where To Allocate Investments
- What Products To Invest In
- How To Manage Investments in a Tax-efficient Way
- When and How To Realize Retirement Income
Industry experts discuss how incorporating tax considerations into financial plans can make a significant impact on your clients´ wealth over time.
1 "What is Tax Alpha? Why Should You Care?" – Natixis Investment Managers
