How investors get exposure to each asset class, the type of account investors put it into, and how investors trade it can make a big difference tax-wise.

Download the report (PDF)

Asset allocation strategy—how much of various asset types to own—depends on financial goals, risk tolerance, and other factors. But how exposure to each asset class is obtained, the type of account funds are put into, and how securities are traded can make a big difference tax-wise.

  1. Investors’ investment strategy depends primarily on their financial goals, not their tax rate.
  2. How investors implement their strategy makes a big difference.
  3. The account types used to hold  assets can affect your tax burden.

To learn more, download WFII’s report, “Ask The Institute: How Can Tax Planning Affect The Way I Invest?”