Tax Planning:

Stay on Top of Taxes

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.

  • Tips & Tools
  • Resources & Forms

Managing Taxes With ETFs and Loss Harvesting.

Managing Taxes With ETFs and Loss Harvesting

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.

Understanding the Tax Efficiency of ETFs.

Understanding the Tax Efficiency of ETFs

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.

Advantages of ETFs in Taxable Accounts.

Advantages of ETFs in Taxable Accounts

While tax codes can change, the underlying tax-friendly design features of ETFs have not.

3 Tips to Help Temper Taxes.

3 Tips to Help Temper Taxes

Discover three ways to target tax efficiency all year long.

Tax Fast Facts.

Tax Fast Facts

Find tax rates, exemptions, limits and more all on one easy reference card.

Tax-Planning Tool.

Tax-Planning Tool

Learn about a complimentary tool that zeros in on current holdings and quantifies potential tax savings to clients.

IRS Forms

W-8BEN

W-9

W-4P

Form 709

Additional Resources for You & Your Clients

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.