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.