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February 2022

Should Advisors Adopt ETFs in Tax-Deferred Accounts?


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.

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