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
Complete the form below to get the 2023 After-Tax Wealth Handbook emailed to you.
Upon submission, you'll receive an email with the handbook.