Tax Evaluator: tax-loss harvest & monitor capital gains estimates
Consider tax-loss harvesting Core Bond funds
Three ways to help improve tax efficiency with Tax Evaluator
For taxable investors who incur gains, optimizing for after-tax returns across the entire portfolio can make a big impact. Tax management can be just as important as risk and fee management.
BlackRock’s Tax Evaluator aggregates the date and size of capital gains distributions from +7,000 mutual funds and ETFs, saving you time and potentially reducing your clients' tax bills.
Use BlackRock's Tax Evaluator tool to identify funds in your clients' portfolios that you may be able to tax-loss harvest.
Consider low-cost, tax-efficient ETFs as replacements for active mutual funds that are underperforming, expensive, and/or distributing capital gains. The BlackRock Tax Evaluator provides tax-efficient ETF ideas across equities and fixed income so you can maintain your clients’ asset allocations
You don’t have to spend hours collecting and analyzing the tax impact of capital gains on all your clients’ portfolios. Tax Evaluator aggregates and automates this process for you! With access to over 7,000 mutual funds and ETFs all in one place, you can create a detailed picture – in minutes. See which funds have reported estimated capital gains distributions before your clients incur the tax liability. You can also help your clients consider the benefits of tax loss harvesting by identifying funds with negative price returns. Additionally, compare fund characteristics and rankings to help clients make informed decisions about specific holdings. Use Tax Evaluator to track portfolios, identify potential tax savings, and help your clients keep more of what they earn. Run a tax analysis today at blackrock.com/tax.
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