Wealthfront optimizes asset allocation recommendations for taxable accounts by considering federal and state tax rates to maximize after-tax expected returns while maintaining an appropriate risk level.

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 (2)

• Wealthfront entity
• taxable account concept