To sum up the Advisor’s Dilemma, you trade one leakage, market declines, for another, taxes.
But, clients actually put you in this dilemma! While market anxiety is at a high level, the majority of high net worth clients according to the US Trust study set this standard, and I quote: “, “it’s more important to minimize the impact of taxes when making investment decisions than it is to pursue the highest possible returns regardless of the tax consequences”
Being responsive to this sentiment, 81% of advisors, according to the quarterly Russell Financial Professional Outlook, are concerned about producing higher after-tax returns for clients.
Video Library
- MyTAP AAVUL Full Webinar (23:58)
- Insurance Like it Should Be (1:07)
- Market Decline Anxiety (0:54)
- Avoiding All Wealth Losses (0:54)
- Tax Impact on Portfolios (1:01)
- Impact of Capital Gains (0:46)
- Tax Aware Investing (0:41)
- Conventional Tax Alpha Tactics (1:37)
- Tax Alpha in One Step (1:57)
- AAVUL Tax Shield Primer (3:41)