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Optimizing After-Tax Returns: Year-End Strategies and Portfolio Messaging

Monday, December 04, 2023 | 3:00 PM ET

In a market marked by volatility, achieving smart “tax aware” financial moves means being proactive year round, not just during tax season. 

Don’t miss this webinar as our panel of experts explore tailoring core portfolios with tax-efficient strategies and capital gain monitoring. We’ll look at encompassing IRAs and taxable accounts for investors of varying risk profiles. 

Specifically, the webinar will cover:

  • How the art of tax loss harvesting can help minimize tax liability.
  • Where fixed income allocations may fit best within client portfolios.
  • Why anchoring a core component of a client’s taxable account portfolio in indexed, tax efficient wrappers can improve client outcomes with less work needed by the advisor. 
  • Understanding the importance of adopting a holistic view across IRAs and taxable accounts, as different equity strategies and investment vehicles can significantly impact your after-tax returns.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Brought to you by


Sponsored by




David Bodamer - Host


Michael Lane
Head of Enterprise, U.S. Wealth Advisory


Joseph Nelesen, Ph.D.
Senior Director, Index Investment Strategy
S&P Dow Jones Indices


Jason Bottenfield, CFP®, CDFA®
Partner and Managing Director
Steward Partners Global Advisory



Investing involves risk, including possible loss of principal.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in the value of debt securities. Credit risk refers to the possibility that the debt issuer will not be able to make principal and interest payments. 

The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. 

The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.
iSHARES and BLACKROCK are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.

BlackRock is not affiliated with or S&P Dow Jones Indices. 




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