Tax-aware investing: The critical role that taxes play - a podcast by Wells Fargo Asset Management

from 2021-12-01T11:30:14

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This podcast focuses on tax-aware transition planning, what it is, and how it may benefit investors who wish to transition their portfolios as their goals change over time. To discuss are Manju Boraiah, Senior Portfolio Manager & Global Head of Systematic Fixed Income, and Kandarp Acharya, Senior Portfolio Manager for Multi-Asset Solutions.

Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1121-00951

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