Tax Efficiency
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Help clients tap the hidden power of after-tax contributions
- Our Blog
Patrick Clunan, Senior Director, Advisor Consulting
Focus your approach on minimizing taxes and maximizing retirement income.
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Be strategic when realizing tax losses
- Our Blog
Paul Unchalipongse, CFA, Portfolio Manager
The routine for many investors is to harvest losses in December. But end-of-year harvesting could mean missed opportunities.
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2023 municipal bond outlook: Could this be a comeback year?
- Our Blog
Catherine Stienstra, Head of Municipal Bond Investments
We’re optimistic about this year’s municipal bond market. Here’s why.
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What advisors need to know about equity compensation plans
- Our Blog
Equity compensation awards have become available to more employees in the past couple years. How can advisors help their clients get the most out of them?
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Five ways to reap the benefits of tax-loss harvesting
- Our Blog
- White Paper
Can investment losses positively contribute to portfolio returns? Claiming the tax deduction of a realized loss could reduce an overall tax bill.
