Tax Management Update – Q3 2021

Review of the investment implications of potential US tax code changes and third quarter 2021 equity market activity.

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Are Changes to Retirement Savings Coming Soon?

Major retirement savings changes currently being worked on by Congress are explained by Natixis’ government relations specialist.

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Will Build Back Better Act Raise Your Taxes?

What’s inside this massive infrastructure and social plan and proposed tax hikes to pay for it are explored by Natixis’ government policy specialist.

New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization

Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.

Outlook for Tax Increases Remains Unclear

It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.

Tax Management in a Strong Market

Tax loss harvesting can be tough in rising markets – but savvy managers can enhance after-tax returns by favoring long-term over short-term capital gains.

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Policy & Politics: Paving the Way for Infrastructure via Taxes

President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.

Direct Indexing Separately Managed Accounts: A Tax-Efficient Solution

Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.

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Post-Crisis Washington: How Might Politics Inform New Legislation?

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

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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.

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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

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Integrated Portfolio Implementation®

Learn how to coordinate complex client portfolios in real time and potentially improve investment outcomes related to taxable gains, rebalancing, and customization.

  • March 19, 2019