Bank Investment Consultant

The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral

With tax hikes on the horizon, tax-efficient investing is emerging as a significant new imperative, especially for your high net worth clients. Now, a new study by Jefferson National concludes that tax deferral can increase the performance of tax-inefficient investments by as much as 100 bps—without any subsequent increase in risk—simply by locating assets between tax-deferred and taxable vehicles based on tax-efficiency.