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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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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.