Highlights from a panel talk on model portfolios featuring Natixis Solutions’ Portfolio Manager Brian Kmetz, CFA®, offer best practices and innovations.
There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.
Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.