Taxes can erode the net result of your clients' hard work. In fact, Americans missed out on over $600 billion in tax alpha in 2021*.
As your clients' financial planner, it is critical for you to look beyond the portfolio performance and monitor the after-tax results too – or tax alpha. Taking a tax-intelligent approach that maximizes your clients' tax alpha and minimizes their tax liability could increase your clients' overall net worth by 1.2%** and help them achieve their lifelong goals faster.
Watch the A $600 Billion Opportunity: How Tax-Focused Planning Strategies Could Save Your Clients' Wealth webinar and hear from experts in tax-intelligent strategies.
Clint and Emily will break down the concepts of tax alpha, tax drag, and provide robust insights on how to leverage tax-intelligent strategies – like asset transfers, asset management, pre-retirement, distribution and wealth transfers, and more – to help you better support your clients and their goals.
