A wealth professional might spend time on it to see how software can surface account-location mismatches and quantify potential annual savings for a household.
Plays here from the publisher’s YouTube channel. Nothing loads until you press play.2 min
The video covers a tax-location feature that flags specific holdings sitting in the wrong type of account. It also describes estimating the annual dollars a household could save by relocating the same holding, without touching investment decisions.
Flags specific holdings in the wrong type of account
Estimates annual dollars a same-holding relocation could save
The analysis does not require touching a single investment decision
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