Tax Efficient Investing: Downsizing

Downsizing your home can be one approach to help fund your retirement. Learn the most tax efficient way to keep more of that income in retirement.

Downsizing your home can be one approach to help fund your retirement. Robert Handelman, Vice President of Tax & Wealth, explains how to make the most out of this strategy by outlining a tax-efficient method that allows investors to keep more of that income in retirement.

Learn how Natixis Tax Class Funds can help maximize your after-tax return.