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active tax-managed advantage.
Discover the
How tax-smart are you?
Test your investment tax knowledge in these 5 events and prove you are a tax champion.
Tax-Smart? Test Your Active-Tax Knowledge in These Five Events and Go For Gold.
Tax-Smart? Test Your Active-Tax Knowledge in These Five Events and Go For Gold.
Start
A
Hide under your desk
B
Tell them you are not qualified to discuss taxes at all
c
Refer them back to their CPA
D
Discuss with them the impact that taxes can have on investments and how you embrace Tax Management in your decision making
Event One - On Target Conversations
When a client talks to you and asks questions about taxes, you:
D
Discuss with them the impact that taxes can have on investments and how you embrace Tax Management in your decision making
A
2%
B
3.8%
c
5%
D
0% - Rates did not change
Event Two - Capital Gains Projections
The Tax Cut and Jobs Act of 2017 lowered the capital gains tax by:
D
0% - Rates did not change
A
18%
C
47%
D
58%
B
37%
Event Three - Open End Goals
What percentage of open-end mutual fund assets in the U.S. are held in taxable accounts?
A
W-2
B
IRS Form Schedule B:
Interest and Ordinary Dividends
c
1099-INT
D
1099-DIV
Event Four - The Long Road
Mutual funds and ETFs communicate capital gain and dividend information to investors on what form?
A
Mutual Fund Expense Ratio, Advisor Fee, Tax Expense (tax drag)
B
Advisor Fee, Tax Expense (tax drag), Mutual Fund Expense Ratio
c
Tax Expense (tax drag), Advisor Fee, Mutual Fund Expense Ratio
D
No difference; they’re all the same
Event Five - Set Up and Spike
C
47%
D
1099-DIV
C
Tax Expense (tax drag), Advisor Fee, Mutual Fund Expense Ratio
On average, how would you rank the following investment expenses (highest to lowest) for the average U.S. equity product?
A
Hide under your desk
B
Tell them you are not qualified to discuss taxes at all
c
Refer them back to their CPA
A
2%
B
3.8%
c
5%
A
18%
B
37%
D
58%
A
W-2
B
IRS Form Schedule B:
Interest and Ordinary Dividends
c
1099-INT
A
Mutual Fund Expense Ratio, Advisor Fee, Tax Expense (tax drag)
B
Advisor Fee, Tax Expense (tax drag), Mutual Fund Expense Ratio
D
No difference; they’re all the same
Source: 2022 ICI Factbook
Source: Internal Revenue Service
Source: Morningstar. Morningstar U.S. Large Blend Universes average for three years ending June 2022.
Results
No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
1
out of
5
events
participation medal
active tax-managed advantage.
Discover the
No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
Tax-management 101
participation medal
No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
2
5
out of
events
active tax-managed advantage.
Discover the
active tax-managed advantage.
Discover the
participation medal
You completed
1
5
out of
events
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
No one said taxes were easy.
Tax-management 101
bronze medal
You’ve got promise but there is still more to cover.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
3
5
out of
events
active tax-managed advantage.
Discover the
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
active tax-managed advantage.
Discover the
You completed
1
5
out of
events
Tax-management 101
silver medal
Strong effort, solid results.
Learn about transitioning your clients to an active tax-managed approach and aim for more distance out of your clients’ investments.
YOU completed
4
5
out of
events
active tax-managed advantage.
Discover the
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
active tax-managed advantage.
Discover the
You completed
1
5
out of
events
Transition to tax-managed
gold medal
Congrats. You’ve mastered the fundamentals.
Learn about transitioning your clients to an active tax-managed approach and aim for more distance out of your clients’ investments.
YOU completed
5
5
out of
events
active tax-managed advantage.
Discover the
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
active tax-managed advantage.
Discover the
You completed
1
5
out of
events
Transition to tax-managed
participation medal
No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
0
5
out of
events
active tax-managed advantage.
Discover the
active tax-managed advantage.
Discover the
participation medal
You completed
1
5
out of
events
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
No one said taxes were easy.
Tax-management 101