Don’t let taxes erode your investment returns
Tax-savvy tactics can help most investors keep more of what they earn.
Don’t let taxes erode your investment returns
Four ways wealth managers can protect investment returns from excessive taxes
Over the past two decades, we’ve built a range of tax-managed solutions—each with a well-established track record for producing more effective outcomes.
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IMPORTANT INFORMATION
Information provided by SEI Investments Company (“SEI”).
There are risks involved with investing, including loss of principal. There is no guarantee your investment objectives will be achieved.
SEI does not represent in any manner that the tax consequences described as part of its tax-management techniques and strategies will be achieved or that any of SEI's tax-management techniques, or any of its products and/or services, will result in any particular tax consequence. The tax consequences of the tax-management techniques, including those intended to harvest tax losses, and other strategies that SEI may pursue are complex and uncertain and may be challenged by the IRS. 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 and/or interest which may be imposed by the IRS or any other taxing authority; (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. Accordingly, Clients should confer with their personal tax advisors regarding the tax consequences of investing with SEI and engaging in the tax-management techniques described herein (including the described tax loss harvesting strategies) based on their particular circumstances. Clients and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the Client’s personal tax returns. SEI assumes no responsibility for the tax consequences to any Client of any transaction.