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Tax Planning:
Investing with an eye on taxes is an ongoing effort—but even more challenging when Washington is debating changes to the tax code. It’s important to regularly review specific situations and long-term goals and be aware of tax-savvy opportunities throughout the year. Exchange-traded funds (ETFs) can play an important role.
Selling losing positions to offset capital gains and adding a more tax-efficient investment is still a viable strategy to help clients mitigate their tax bills.
More clients might value the potential of actively managed ETFs to have lower tax burdens than mutual funds, which may keep more money in their accounts for growth potential.
While tax codes can change, the underlying tax-friendly design features of ETFs have not.
Discover three ways to target tax efficiency all year long.
Find tax rates, exemptions, limits and more all on one easy reference card.
Learn about a complimentary tool that zeros in on current holdings and quantifies potential tax savings to clients.
Alternative Minimum Tax (AMT) Information
Dividends-Received Deduction for Corporate Investors
ETF Tax Information
Foreign Source Income
Giftrust Tax Filing Requirements
Qualified Dividend Income
U.S. Government Obligations
Tax-Exempt/Muni Funds
Utah Taxpayer Information
Foreign Income and Taxes Paid
Percentage of Income from U.S. Government Obligations
Tax Fast Facts
2021 ETF Distribution Calendar
2021 Distribution Calendar
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
Form
Instructions
Request for Taxpayer Identification Number and Certification
Withholding Certificate for Pension or Annuity Payments
United States Gift (and Generation-Skipping Transfer) Tax Return
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.