| | | Optimizing After-Tax Returns: Year-End Strategies and Portfolio Messaging |
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| | DATE:
Monday
December 4, 2023 |
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| | TIME:
3:00 PM ET
12:00 PM PT |
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In a market marked by volatility, achieving smart “tax aware” financial moves means being proactive year round, not just during tax season.
Don’t miss this webinar as our panel of experts explore tailoring core portfolios with tax-efficient strategies and capital gain monitoring. We’ll look at encompassing IRAs and taxable accounts for investors of varying risk profiles.
Specifically, the webinar will cover: How the art of tax loss harvesting can help minimize tax liability Where fixed income allocations may fit best within client portfolios Why anchoring a core component of a client’s taxable account portfolio in indexed, tax efficient wrappers can improve client outcomes with less work needed by the advisor Understanding the importance of adopting a holistic view across IRAs and taxable accounts, as different equity strategies and investment vehicles can significantly impact your after-tax returns |
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| | | Michael Lane Head of Enterprise, U.S. Wealth Advisory BlackRock |
| | | Joseph Nelesen, Ph.D. Senior Director, Index Investment Strategy S&P Dow Jones Indices |
| | | Jason Bottenfield, CFP®, CDFA® Partner and Managing Director Steward Partners Global Advisory |
| | | David Bodamer - Moderator Editor WealthManagement. com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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