State tax rates do not impact the assignment of optimal portfolios for non-California investors because the primary tax benefit in Wealthfront's strategy comes from national municipal bonds, which only offer federal tax exemption.

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 (3)

• Wealthfront entity
• municipal bonds concept
• California location