WHITEPAPER
Tax-Smart Portfolio Transitions can drive better client outcomes
Clients hesitate over capital gains, but you know a better portfolio is waiting. This whitepaper explores how tax-smart transitions can help advisors bridge the gap—moving clients into model portfolios with less friction, fewer taxes, and more confidence.
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The problems of tax drag and portfolio transitions
Learn why transitioning clients into model portfolios can create friction—especially when legacy holdings, embedded gains, and manual processes stand in the way of better alignment and performance. -
Why legacy strategies have limitations
Explore the trade-offs of legacy solutions like holding accounts separate or building custom portfolios around old positions—and why these manual approaches don’t scale as your practice grows. -
The Betterment powered solution
See how Betterment’s Tax-Smart Transitions give you the tools to minimize capital gains, automate tax-loss harvesting, and personalize portfolios—so you can improve client outcomes without increasing complexity.
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Plan First Wealth Customer Story
Frustrated by the lack of automated tax tooling with their custodian, Plan First Wealth sought a solution that could reduce capital gains, save time, and scale smarter.
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An RIA Guide to explaining TLH to clients
Tax loss harvesting can be a confusing topic for clients to understand. This guide gives you simple talking points to help make it clear.
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Tax Loss Harvesting+ Methodology
Tax loss harvesting is a sophisticated technique to get more value from your investments—but doing it well requires expertise.