Help Your Clients Keep More Of What They Make

You can help your clients keep more of what they make with tax-efficient investing strategies.

Many Americans lose sight of the role they play in achieving, or falling short of, their long-term financial goals. They don't realize that, if left unchecked, taxes can reduce returns by as much as 60%.*

Taxes are the single largest drag on performance over the long term.

The fact is, taxes on investment income and capital gains affect every investor - not just the ultra-wealthy. A constantly evolving tax code may mean greater tax liability in the future for all investors. 

Our tax-managed toolkit describes strategies and techniques that you can put to work for your clients to build more tax-efficient portfolios.

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Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.