5 Tax Tips for Investors
We created a guide designed to help you consult with clients on tax-efficient investing strategies.
Use this guide to help your clients:
- Understand the significant impact taxes can have on their investment returns
- Visualize how tax-advantaged accounts can maximize investment growth
- Leverage tax-loss harvesting to offset gains and use charitable donations for tax savings
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
More Tax-Efficient Investing Resources
Tax Loss
Harvesting
No one likes losing money. Show your clients how they can use losses to reduce taxes with tax-loss harvesting.
The Power of Tax-Equivalent
Yield
Use our chart to show your clients the equivalent taxable yield required to match the benefits of tax-exempt bonds.
All Tool Kits
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we’ve seen that when guidance, advice, and partnership converge— something truly special happens.
