Wealthfront determines the most tax-efficient portfolio for clients by inferring marginal federal and state income and long-term capital gain tax rates based on three factors: tax filing status, annual household income, and state of residence.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• Wealthfront entity