The Purest Form of Alpha
The Economic Value of Harvesting Tax Benefits with Passive ETFs
Date: Thursday September 20
Time: 4:00PM EST
Please note: For financial professionals only, business e-mail address is required in order to log in.
This one hour program is designed for financial advisors and tax professionals seeking a detailed discussion of strategies to improve the after-tax performance for investors that own passive indices. The total number of ETFs in the U.S. now exceeds 2,200 which provides a broad and deep “tool kit” for building tax efficient portfolios. We will discuss how to generate tax alpha by using sector ETFs to replicate the S&P 500 and simultaneously harvest tax losses throughout the calendar year.
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA® and CPWA® certifications.