Optimizing After-Tax Returns
November 30, 2023

Did you know the average American spends roughly a third of their lifetime earnings on state and federal taxes? That’s a significant chunk of hard-earned money.

As an independent financial advisor, you likely already recognize that after-tax, after-fee returns are at the forefront of your clients’ concerns.

Advisors often grapple with managing individual positions, choosing the right tax lots, timing trades perfectly, and the tedious task of reinvesting to align with the portfolio’s target allocation. Documenting all of this, tailored to each client’s tax bracket, can be overwhelming, detracting from valuable client interaction.

But we’re here to help.

Watch the replay as we dive into the world of tax management. We’ll be sharing a glimpse of what we’re working on and how you can use Altruist now and in the future to stay ahead of the tax curve and optimize after-tax returns for your clients.

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

© 2023 Altruist Corp

3030 S La Cienega Blvd Culver City, CA 90232