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.
Explore Our Programs
We’ve built a robust suite of content and tools focused on several key trends and topics that impact your business.
