Investing with an Eye on Taxes with ETFs – American Century Investments – 10.17.23

January 3, 2021

Overview:

Title: Investing with an Eye on Taxes with ETFs

Date: Tuesday, October 17, 2023

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

Now On Demand

Investing with an eye on taxes has never been more important. Investors in taxable accounts should especially consider how taxes diminish their portfolio returns.

Join us for a timely tax discussion on how to turn market volatility into an opportunity with the power of ETFs:

Explore the benefits of year-round tax strategies.
Learn how you can help clients save on taxes, grow their portfolios, reduce costs and manage risk.
Gain a comprehensive understanding of the tax efficiency of ETFs.

Speakers:

Sandra Testani, CFA, CAIA
VP, Head of ETF Product & Strategy
American Century Investments

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Rene Casis
VP, Head of Portfolio Solutions
American Century Investments

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For Financial Professional Use Only/Not for distribution to the public.

This information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.