Show your clients their combined total tax rate for various sources of investment income and realized capital gains.
Show your clients how diversifying outsized positions tax-deferred may be a better option than a taxable sale.
Eaton Vance
One Post Office Square
Boston, MA 02109
Call us at 800-225-6265 or 617-482-8260 from 8:30 AM to 5:30 PM Eastern Time, Monday through Friday.