After-Tax Wealth Handbook

Taxes can be managed. Want to see how? Request our handbook.

At Russell Investments, we believe tax-managed investing is a great way for financial professionals to make themselves more valuable to their clients—and their portfolios.

With The Tax Cuts and Jobs Act of 2017 largely set to expire at the end of 2025, higher taxes will be a major focus for many investors.

Being smart—about taxes, investments, and your clients' priorities—will help you differentiate the relationship you have with your client. Our After-Tax Wealth Handbook, written specifically for advisors in partnership with Deloitte, gives you the information and insights you're looking for, including:

Updates on recent tax law changes
Helpful tax planning approaches
Wealth transfer considerations

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Complete the form below to get the 2025 After-Tax Wealth Handbook emailed to you.

This offer is for registered U.S. financial professionals only.

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Upon submission, you'll receive an email with the handbook.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Income from funds managed for tax efficiency may be subject to an alternative minimum tax, and/or any applicable state and local taxes.

Russell Investment Company mutual funds are distributed by Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.

The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

Products and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.

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Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

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