WEBCASTS

Investing With an Eye on Taxes with ETFs

Investing with an eye on taxes has never been more important. Investors in taxable accounts should especially consider how taxes diminish their portfolio returns.

October 30, 2023
10am PT | 1pm ET
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SUMMARY

Join us for a timely tax discussion on how to turn market volatility into an opportunity with the power of ETFs:

  • Explore the benefits of year-round tax strategies.
  • Learn how you can help clients save on taxes, grow their portfolios, reduce costs and manage risk.
  • Gain a comprehensive understanding of the tax efficiency of ETFs.

SPEAKERS

Sandra Testani, CFA, CAIA

Vice President, ETF Product and Strategy
American Century Investments

Rene Casis

Vice President, Head of ETF Portfolio Management
American Century Investments

Dave Nadig

Financial Futurist
VettaFi

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Important Disclosures

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.

The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.

American Century Investments and VettaFi are not affiliated investment companies.

For Financial Professional Use Only / Not for distribution to the public.©2023 American Century Proprietary Holdings, Inc. All rights reserved.