Tuesday, April 15, 2014

Managing investment taxation can improve your client relationships | Tax Investment Strategies

Among advisors, the discussion on funds is generally relegated to expense loads and the Statement of Additional Information fees. But there is a growing conversation about the taxation of open-ended mutual funds versus ETFs and static allocation models. Acquiring a basic understanding of these tax issues can set the backdrop for presenting tax-advantaged insurance products. Nationally recognized product taxation expert Ken Davis is interviewed by Steve Savant, syndicated financial columnist and talk show host, on this episode of "Let's Get Down to Business."

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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