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Advisor Education

Taxes: The calm before the storm?

James Bergeron
Managing Director, Advisor Education
Road after storm

Take full advantage of tax certainty while planning for changes to come

The key to effective tax planning is to think ahead. By taking a multi-year view, you can identify the most tax-efficient way to achieve a specific financial objective, and optimize the timing of implementation – maximizing available tax savings.

When we look ahead to the coming years, we see three factors that could directly impact tax rates and thresholds, and also will bring questions about future tax policy to the forefront.

 

What to do now

Although there’s uncertainty about the future, advisors and investors still have the opportunity to take advantage of two year-end planning seasons of relative stability in tax rates and rules. The best approach is to take full advantage of what’s known, while also accounting for what might change.

 

Additional resources

Nuveen offers a number of resources to support your conversations with clients:

 

If you have questions or would like more information, please contact your Nuveen Advisor Consultant or call 800.221.9271.

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All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.

This report is provided for informational and educational purposes only. Although this report contains general tax information, it should not replace an investor’s consultation with a professional advisor regarding their tax situation. Nuveen is not a tax advisor. This information is not intended to provide legal or tax advice. Investors should consult with their legal and tax advisors regarding their personal circumstances. This report contains no investment recommendations and should not be construed as specific tax, legal, financial planning or investment advice. Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein. 

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