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Tax-Efficient Portfolio Transitions Using Direct Indexing
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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

  • March 26, 2020
  • Kevin Maeda

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The Tactical Take

Gain macro, market and asset allocation insight each month from Jack Janasiewicz, Portfolio Manager, Natixis Investment Managers Solutions.

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CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing
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CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing

Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.

  • December 22, 2021
  • Jeffrey C. Clough
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Check the background of Natixis Distribution, LLC – on FINRA's BrokerCheck.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

Registered investment products are offered through Natixis Distribution, LLC, 888 Boylston Street, Boston, MA 02199. Member FINRA / SIPC.

Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decision.

Not FDIC Insured – May lose value – No bank guarantee.

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