0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
Advisor education
Tax-efficient wealth planning
Offer clients valuable tax guidance and advice
- Identify tax-efficient strategies for specific financial objectives and optimal timing of implementation
- Initiate client conversations that may uncover additional needs you may be able to address
- Position yourself as forward-thinking and proactive
To learn more about how to strengthen client relationships with tax-efficient wealth planning, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
Advisor Education
Tax-loss harvesting
Leverage volatility to lower taxes and enhance portfolio value.
James Bergeron
2025 tax facts quick reference client guide
2025 tax rates and income thresholds.Now what? Addressing post-election investor questions video
Webinar, available on demand for one hour of continuing education credit (CFP, IWI designations).Additional resources
Private Markets Institute
Successfully integrate alternative investments into your advisory practice.
The next generation of wealth transfer
Provide clients with a personalized wealth transfer action plan at a scale that's manageable.
Why Social Security matters
Financial professionals who want to accelerate the growth of their business and command their fee must find new ways to add meaningful value, or risk getting left behind.
Neither Nuveen nor any of its affiliates or their employees provide legal or tax
advice. Please consult with your personal legal or tax advisor regarding your
personal circumstances. Tax rates and IRS regulations are subject to change at
any time, which could materially affect the information provided herein.
Contact us
Financial professionals
Individual investors
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register