Strategies to Stay on Top of Tax Planning

Taxes. It’s a subject that raises a lot of questions from investors. How do they stay on top of tax requirements? What are the tax implications of an investment? And most importantly, how can they pay less of them? Help your clients understand how tax-efficient investing strategies and tax rules may affect their portfolios.

  • Tips & Tools
  • Resources & Forms
Tax Fast Facts.

Tax Fast Facts

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

Understanding the Tax Efficiency of ETFs.

Cost Basis Details

Generally, cost basis is the purchase price of a security or share, including commissions and expenses, if applicable.

Tax-Planning Tool.

Estimated Distributions

Don't let tax time catch you off guard. Review initial distribution estimates for many of our funds and Exchange Traded Funds (ETFs).

Reverse Share Split.

Reverse Share Split

Learn why and how a reverse share split may interest you at tax time.

3 Tips to Help Temper Taxes.

3 Tips to Help Temper Taxes

Discover three ways to target tax efficiency all year long.

Combating Taxes May Help Your Bottom Line.

Active Management Expands Opportunities in Muni Market

Research-focused management may give investors exposure to the muni market's broad diversity.

Advantages of ETFs in Taxable Accounts.

Understanding the Tax Efficiency of ETFs

Having a tax-efficient portfolio is critical for some investors.

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.

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

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.