‘Tis the Season for Smart Tax Tips
Discover strategies to help clients with tax-loss harvesting, optimizing portfolios with ETFs and reducing tax bills. Explore our featured resources below.
Tax-Loss Harvesting: Turning Investment Lemons Into LemonadeTax-loss harvesting is a way to possibly lower current and...
Exchange Traded Funds (ETFs)With American Century Investments, you and your clients get the benefits of 60 years ...
Equity Income Fund¹
A classic value strategy that seeks to deliver income, build capital, and manage downside risk over time.
Intermediate-Term Tax-Free Bond Fund
A research-driven, actively managed fund offering the potential for monthly income free of federal income taxes.
Short Duration Strategic Income Fund
The fund’s short duration seeks to reduce the impact of rate increases on portfolio performance, while its opportunistic, multisector approach allows the managers to respond to a fast-changing investment landscape.
One Choice® Target Date Portfolios
A series of target-date funds that provide a single investment in a broadly diversified portfolio.
Resources for Advisors
Serving clients well is paramount to your success. But how and when you gain new clients may determine if your practice flourishes or fades.
Help clients get a head start on the 2023 tax year with our annual quick reference card.
Explore Our DC Capabilities & Services
Put our retirement expertise to work for you.
The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for, investment, accounting, legal or tax advice.
Diversification does not assure a profit nor does it protect against loss of principal.
The fund invests in convertible securities, which may be affected by changes in interest rates, the credit of the issuer and the value of the underlying common stock. The fund also may invest in foreign securities, which can be riskier than investing in U.S. securities.
A One Choice Target Date Portfolio's target date is the approximate year when investors plan to retire or start withdrawing their money. The principal value of the investment is not guaranteed at any time, including at the target date.
Each target-date One Choice Target Date Portfolio seeks the highest total return consistent with American Century Investments' proprietary asset mix. Over time, the asset mix and weightings are adjusted to be more conservative. In general, as the target year approaches, the portfolio's allocation becomes more conservative by decreasing the allocation to stocks and increasing the allocation to bonds and cash equivalents.
By the time each fund reaches its target year, its target asset mix will become fixed and will match that of One Choice In Retirement Portfolio.