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 2024 After-Tax Wealth Handbook emailed to you.

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

* Asterisks indicate required fields.

Email Address *

First Name *

Last Name *

Firm Name *

Business Phone *

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CRD Number *

To find your CRD number, go to adviserinfo.sec.gov.

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