Tax-efficient Investing: Part 1
Advisor Group speaks to a number of tax experts to reveal the secrets of tax-efficient investing. In this lesson, our reporters examine the placement of long-term investments, after-tax returns for mutual funds, investing in debt, and triple back-to-back annuities. After learning these concepts, advisors will be better equipped to help their clients invest tax efficiently. |
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| Accreditation Details |
| The Institute: |
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1.50 credits |
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| IIROC: |
Professinal Development |
1.00 credit |
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| CSF: |
General subject |
2.00 credits |
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