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

David Lau
September 08, 2021

Every financial advisor is familiar with the concept of the efficient frontier and trying to attain the optimal balance of risk and reward for their clients. Achieving the efficient frontier for clients is a driving force behind the investment choices that every advisor makes. In this paper we introduce the “Tax-Efficient Frontier,” where by using tax deferral, advisors can potentially increase returns for their clients without increasing risk. 

 

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