Taxes

Tax Management Update – Q1 2022

Analysis of recent tax loss harvesting opportunities and overview of potential changes in tax legislation from the billionaire tax to SECURE 2.0.

The Case for Taxable Retirement Investing: Part 2

Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.

The Case for Taxable Retirement Investing: Part 1

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

Asset Location Strategies

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

Tax Management Update – Q4 2021

While tax code changes remain uncertain, the strong fourth quarter bull market continued to limit opportunities for harvesting losses in portfolios.

Portfolio Rebalancing in Uncertain Times

Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.

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Will Washington’s Wild Ride Continue in 2022?

DC insider Bob Marsh shares insight with our Government Relations specialist on Trump’s grip on the Republican Party, Biden’s approval problem, and mid-terms.

Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

Direct Indexing Allows Investors to Create Custom Portfolios

Direct indexing portfolios can be customized to maximize after-tax return, align with personal values, or pursue specific investment objectives.

Two Ways to Measure Tax Efficiency in Portfolios

Quantifying a fund’s tax costs can be an important differentiator, but is much more difficult to assess than investment management or advisory fees.

Target HNW Clients with Individualized Index Strategies

The tax-efficiency and customization options available with direct indexing may be particularly attractive to high net worth investors.

Raise the ETF Tax Efficiency Bar with Direct Indexing

ETFs are more tax-efficient than mutual funds, but for tax-sensitive investors, direct indexing may be an even better solution.

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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.

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.

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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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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.