Get your custom tax analysis.

Taxes are an important part of your business. Here’s where Russell Investments comes into play.

 

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How much are your clients losing to taxes?

Russell Investments’ custom tax analysis is designed to help you evaluate your clients' portfolios as well as any potential business opportunities with tax-managed investing.

We offer two different types of analyses depending on your needs:

  • A review of your client’s historical performance, and
  • A forward-looking view to assist with planning.

They are designed to help you demonstrate to your clients the value and impact of active tax management on their portfolios.

Now may be a great time to meet with your tax-sensitive clients and uncover taxable wealth opportunities. Actively managing taxes on investments may help your clients be in the best position for building their after-tax wealth through the remainder of 2021 and beyond.

Request your custom tax analysis today.

Complete the form below to request a custom tax analysis.

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

* Asterisks indicate required fields.

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

Upon submission, your dedicated Russell Investments team will contact you.