According to the Tax Policy Center, the highest-income households often pay less tax than middle-class ones, thanks to tax-optimization strategies that have largely been held for the rich. Now, technology is increasing access to those products for individual investors. WSJ Heard on the Street columnist Jon Sindreu joins host J.R. Whalen to discuss what it means for your portfolio. 

Sign up for the WSJ's free Markets A.M. newsletter. 

Learn more about your ad choices. Visit megaphone.fm/adchoices