Avantis Investors

ETFs once again experienced record inflows in 2021, but are there things to consider outside of their tax-related benefits? In this session of Peer to Peer, we invite you to join us for a conversation that takes a look at ETFs in tax-deferred accounts. While the benefits the ETF structure can bring to the table in taxable accounts are well known, some advisors are also making the switch from mutual funds to ETFs in tax-deferred accounts. We explore the “how” and the “why” in this panel discussion with Rafia Hasan, Matt Weir, and Ben Johnson.

The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Ben Johnson (Morningstar), Rafia Hasan (Wipfli Financial Advisors) and Matt Weier (PrairieView Partners LLC) are not affiliated with American Century Investments.

IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.

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