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active tax-managed advantage.
Discover the
How tax-smart are you?
Test your investment tax knowledge in these 5 events and prove you are a tax champion.
Tax-Smart? Test Your Active-Tax Knowledge in These Five Events and Go For Gold.
Tax-Smart? Test Your Active-Tax Knowledge in These Five Events and Go For Gold.
Start
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A
Hide under your desk
B
Tell them you are not qualified to discuss taxes at all
c
Refer them back to their CPA
D
Discuss with them the impact that taxes can have on investments and how you embrace Tax Management in your decision making
Event One - On Target Conversations
When a client talks to you and asks questions about taxes, you:
D
Discuss with them the impact that taxes can have on investments and how you embrace Tax Management in your decision making
A
2%
B
3.8%
c
5%
D
0% - Rates did not change
Event Two - Capital Gains Projections
The Tax Cut and Jobs Act of 2017 lowered the capital gains tax by:
D
0% - Rates did not change
A
18%
C
47%
D
58%
B
37%
Event Three - Open End Goals
What percentage of open-end mutual fund assets in the U.S. are held in taxable accounts?
A
W-2
B
IRS Form Schedule B:
Interest and Ordinary Dividends
c
1099-INT
D
1099-DIV
Event Four - The Long Road
Mutual funds and ETFs communicate capital gain and dividend information to investors on what form?
A
Mutual Fund Expense Ratio, Advisor Fee, Tax Expense (tax drag)
B
Advisor Fee, Tax Expense (tax drag), Mutual Fund Expense Ratio
c
Tax Expense (tax drag), Advisor Fee, Mutual Fund Expense Ratio
D
No difference; they’re all the same
Event Five - Set Up and Spike
C
47%
D
1099-DIV
C
Tax Expense (tax drag), Advisor Fee, Mutual Fund Expense Ratio
On average, how would you rank the following investment expenses (highest to lowest) for the average U.S. equity product?
A
Hide under your desk
B
Tell them you are not qualified to discuss taxes at all
c
Refer them back to their CPA
A
2%
B
3.8%
c
5%
A
18%
B
37%
D
58%
A
W-2
B
IRS Form Schedule B:
Interest and Ordinary Dividends
c
1099-INT
A
Mutual Fund Expense Ratio, Advisor Fee, Tax Expense (tax drag)
B
Advisor Fee, Tax Expense (tax drag), Mutual Fund Expense Ratio
D
No difference; they’re all the same
Source: 2022 ICI Factbook
Source: Internal Revenue Service
Source: Morningstar. Morningstar U.S. Large Blend Universes average for three years ending June 2022.
Results
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No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
1
out of
5
events
participation medal
active tax-managed advantage.
Discover the
No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
Tax-management 101
![](https://media-s3-us-east-1.ceros.com/russell-investments/images/2022/09/16/3bf095a83b1818a5fb8a2b3638cf9918/blue-button.png)
participation medal
No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
2
5
out of
events
active tax-managed advantage.
Discover the
active tax-managed advantage.
Discover the
participation medal
You completed
1
5
out of
events
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
No one said taxes were easy.
Tax-management 101
![](https://media-s3-us-east-1.ceros.com/russell-investments/images/2022/09/16/3bf095a83b1818a5fb8a2b3638cf9918/blue-button.png)
bronze medal
You’ve got promise but there is still more to cover.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
3
5
out of
events
active tax-managed advantage.
Discover the
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
active tax-managed advantage.
Discover the
You completed
1
5
out of
events
Tax-management 101
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silver medal
Strong effort, solid results.
Learn about transitioning your clients to an active tax-managed approach and aim for more distance out of your clients’ investments.
YOU completed
4
5
out of
events
active tax-managed advantage.
Discover the
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
active tax-managed advantage.
Discover the
You completed
1
5
out of
events
Transition to tax-managed
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gold medal
Congrats. You’ve mastered the fundamentals.
Learn about transitioning your clients to an active tax-managed approach and aim for more distance out of your clients’ investments.
YOU completed
5
5
out of
events
active tax-managed advantage.
Discover the
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
active tax-managed advantage.
Discover the
You completed
1
5
out of
events
Transition to tax-managed
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participation medal
No one said taxes were easy.
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
YOU completed
0
5
out of
events
active tax-managed advantage.
Discover the
active tax-managed advantage.
Discover the
participation medal
You completed
1
5
out of
events
Aim for more distance out of your clients’ investments. Become an expert in tax-managed investing today.
No one said taxes were easy.
Tax-management 101
![](https://media-s3-us-east-1.ceros.com/russell-investments/images/2022/09/16/3bf095a83b1818a5fb8a2b3638cf9918/blue-button.png)