Is your money working as hard as it could?

How many of us would like to find a way to control the taxes on investments? Do you understand that a portion of your client’s portfolios, and the interest they earn, is taxed each year - regardless of whether they spend those earnings or not?

To help understand the net effect of taxes on portfolios, we have designed the marketing piece “Is Your Money Working as Hard as it Could?” or better known as our Tax Equivalent Yield table. This taxable yield chart, available for download below, illustrates the difference in taxable and tax-deferred rates of return for today’s income tax brackets.

Click the button below to download this tool to use with your clients.

To speak to a member of our wholesaling team about this tool click here or call 877-595-9325