Tax Season Essentials for Maximizing After-Tax Wealth

Do you know how much you pay in investment taxes?

Markets were challenging in 2022. Some investors could see negative returns in their portfolios and still receive a Form 1099-DIV with a big tax bill due in April.

What’s an even bigger deal is the impact this could have on long-term wealth. Your financial goals are largely dependent on how your investment portfolio performs. But understanding the impact of taxes on your investments can be tough.

To help you, Russell Investments developed Tax Season Essentials for Maximizing After-Tax Wealth.

This guide outlines some important points investors need to know this tax season.

Take the first step. Download your copy today.

Tax Season Essentials Guide thumbnail

Download Tax Season Essentials

Learn the basics of tax management and how it can help your portfolio grow.

Tax-managed 101

Simplify your tax management strategy: Explore our funds and resources.

Tax-managed funds & tools

Let Russell Investments' year-round approach do the heavy lifting for you.

Our approach to tax management

Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.

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.

Securities products and services offered through Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments. For information on the Financial Industry Regulatory Authority (FINRA), go to www.finra.org.

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.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

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.

© Russell Investments Group, LLC. 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.