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How Tax Efficient Is Your Approach?How Tax Efficient Is Your Approach?
Incorporate these 3 tax-loss harvesting ideas into your practice.
November 2, 2023
1 Min Read
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Sponsored by Capital Group
Learn the basics of tax-loss harvesting1 and discover how active ETFs may be used to potentially improve the long-term tax efficiency in client portfolios. In this report, you’ll see how to:
Rebalance your portfolios and pursue greater tax efficiency
Set portfolios on the path to potentially better outcomes with actively managed ETFs
Pursue higher yields and total return with fixed-income ETFs
American Funds Distributors, Inc.
Download the white paper to learn more.
1 Tax-loss harvesting is the timely selling of securities at a loss to offset the amount of capital gains tax owed from selling profitable assets.