Insight
Pro Spotlight: A Champion for Tax-Smart Investing
As head of Wealth Solutions for the Global Client Strategy team, Holly Swan is Allspring’s expert on tax-aware investing. She helps advisors and investors better understand and address tax- and estate-related concepts.
Key takeaways
- Tax-aware investing involves a series of changes to asset location and to investment strategies that allow investors to keep more of what they earn after paying income tax.
- Market volatility offers opportunities to create tax alpha, including tax-loss harvesting, lowering the cost basis of company stock shares, and estate planning.
- Advisors should discuss tax issues with clients every time they talk. Once tax season is here, there's very little that can be done to help clients reduce their taxes.
Related insights
Holly Swan, head of Wealth Solutions, and Tony Svach, head of Intermediary Sales, explore key topics that advisors and clients are engaging on, focusing on strategies to help optimize after-tax outcomes.
George Bory, Allspring’s chief investment strategist, and Nick Venditti, head of municipal fixed income, discuss bonds leading up to the U.S. presidential election—and beyond.