The Six Questions Advisors Should Ask About Tax-Smart Investing

Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Kuharic an Investment Strategist for Tax-Managed, at Russell Investments, as they explore the 6 most common questions we hear from advisors about tax-smart investing.


Tax drag number source: Average of Morningstar’s Tax Cost Ratio for U.S. ETF Large Blend, U.S. ETF Large Growth, U.S. ETF Large Value, U.S. ETF Mid-Cap Blend, U.S. ETF Mid-Cap ...

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