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Benefit Payment Direction Form Russell Investments

Benefit Payment Direction Form Russell Investments

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how are we going to pay for all it is that's the trillion dollar question right now in the US the total amount of CO vid 19 federal stimulus is just under three trillion dollars we haven't seen numbers this big since World War two the problem is that all bills come due this one included to pay this bill tax rates are likely to increase including the tax rates that impact investors so what can you do to help investors navigate these future tax increases we believe you need to transition clients from a legacy investment portfolio to attacks management portfolio because it's not what you make it's what you get to keep over the last three years through March 31st our attacks managed large cap and mid and small cap funds have given up only 0.26 and 0.09 percent the returns to taxes respectively or context the industry average tax rate for the same time period was over 2% annually ing to Morningstar US equity universes prepare now embrace tax management today to get ahead of the tax increase

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