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Tax-Season Essentials for Individual Investors

 

With the current uncertainty around U.S. tax reform, many investors are concerned about how many potential tax changes may affect them.

Now may be a good time for financial advisors to review their client portfolios and discuss how they could help clients minimize their current and future tax burden.

Taxes can have a significant impact on generating after-tax wealth. But understanding taxes is tough.

To help you conduct effective tax conversations with your clients, Russell Investments developed Tax-Season Essentials for Individual Investors. This client-ready guide outlines some important points investors need to know during this tax season.

Request your copy today and get a head start.

Complete the form below to get your guide emailed to you.

This offer is for registered financial professionals only.

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

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Upon submission, you'll received an email with the guide.