Know the Score: Let clients instantly see when they are paying excessive taxes
Are investment taxes eating away at your clients’ nest eggs? Is there a way for your retired clients to take home higher after-tax income?
Taxes create significant drag on portfolio returns. But it can be hard for clients to grasp their true impact, especially if their assets are scattered across various taxable and tax-advantaged accounts.
Show them their Taxficient Score®—and in a single number, you can instantly communicate the true value of a tax-smart portfolio.
1. Research Affiliates, “Is Your Alpha Big Enough to Cover Its Taxes? A Quarter-Century Retrospective,” as reported in “Do’s and Don’ts of Tax-Efficient Investing,” U.S. News & World Report, July 2018.