Featured White Papers from Russell Investments
1301 Second Avenue, 18th Floor
Seattle, WA 98101
Russell Investments is a leading global investment solutions firm, providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors in 32 countries.
November 08, 2021
Realigning a client’s taxable portfolio to a new investment strategy can be cumbersome and often generates taxes. This is particularly the case when repositioning an equity portfolio with appreciated shares and the corresponding embedded gains.
Here we discuss two tax efficient approaches to transition an equity portfolio populated with low basis shares to a new strategy:
- The Timeline approach which moves the existing portfolio to the new strategy over a set number of years.
- The Tax-Budget approach which moves the existing portfolio to a new strategy while limiting taxes or capital gains per year.
September 01, 2021
The ongoing pandemic and resulting economic challenges have left many investors steering an unpredictable course. Meanwhile, the probable upward trajectory of tax rates will likely bring more challenges.
There are four hazards you and your clients should be aware of when considering how to manage taxes on investment portfolios. Request this client-ready guide today and learn more.
Now may be a great time to meet with your tax-sensitive clients and uncover taxable wealth opportunities. Actively managing taxes on investments despite tax rate uncertainty will help you and your clients be in the best position for building their after-tax wealth through the remainder of 2021 and beyond.
June 01, 2021
Find out what happens to advisor value when tax-smart planning and investing are offered to clients. In this year of historic government stimulus packages, it seems likely that taxes are only going up as we emerge from the global pandemic.
Discover how an active tax-managed investing approach can potentially provide significant value to your clients. Don’t miss out on this way to further sharpen your value with clients. How do you compare? Get the study.
For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050