Wealthfront's research indicates that optimal portfolio allocations are insensitive to the exact choices of tax rates, and three representative portfolios optimized for specific tax combinations are generally sufficient to deliver an expected after-tax return within 0.02% of the optimal return for any tax rate combination.

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