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Financial Advisors Knowledge Center


Taxes Take the Glory Out of Investors’ Gains

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

Many Americans lose sight of the role taxes 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%*.

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.

Learn strategies and techniques you can put to work for your clients to build more tax-efficient portfolios.

Your toolkit includes:

  • White paper: The Keys to Building More Tax-efficient Portfolios
  • Tax Planning Guide: Tips to remember throughout the year         

Complete the form to receive your Toolkit. For more information, contact an SEI Advisor Network Consultant at 888-734-2679.

*Source: Parametric Portfolio Associates: Based on a hypothetical tax-free $100,000 portfolio invested 60% in stocks (based on the Russell 3000) and 40% bonds (based on the Barclays Aggregate) with (1) no liquidators. (2) interest income and dividends taxed annually at historical top marginal tax rates. (3) capital gains realized at 50% per year and taxed at the historical long-term capital gains tax rate. (4) portfolio is held for 36 years from (1979-2015). The intent is to portray a worst-case scenario. The portfolio would have grown from $100,000 to about $4.0 million. If the portfolio was taxed as indicated above, it would have lost 60% of its value, due to taxes paid and earnings lost on that money. Tax-managed investment strategies are designed to minimize capital gains distributions and maximize after-tax returns. Past performance is no guarantee of future results.

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.