Optimizing Fixed Income: Tax-Efficient Investment Strategies

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CREDITS

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CFP / CFA / IWI
CE Credit

Optimizing Fixed Income: Tax-Efficient Investment Strategies equips advisors to transform fixed income inefficiencies into after-tax alpha.

Learning Objectives:

Compare tax efficiency across mutual funds, ETFs, and separately managed accounts, enabling advisors to choose the optimal vehicle for clients.
Calculate tax-equivalent yield to quantify how to maximize after-tax income.
Design and implement optimized portfolios with year-round loss harvesting to maximize yield and minimize tax drag.

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*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by Eaton Vance.

If you are having any issues during registration, please send an email to ce@riadatabase.com