Wealthfront uses marginal tax brackets and assumes a standard deduction when calculating tax efficiency for Automated Investing Accounts because realized earnings are additive to existing annual income.

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