Wealth Management
Bear Market Lemonade
In years with negative investment returns, investors may be able to use losses to offset taxable capital gains, a technique known as tax loss harvesting.
Best Practices & Innovations in Model Portfolios
Highlights from a panel talk on model portfolios featuring Natixis Solutions’ Portfolio Manager Brian Kmetz, CFA®, offer best practices and innovations.
Tax-Saving Opportunities Are Silver Lining in Bear Market
There may be an upside to the stock market’s decline: the ability to harvest losses to offset portfolio gains – and improve after-tax returns.
Bear Market Creates Tax-Saving Opportunities
The stock market decline in Q2 2022 created ample opportunities for tax loss harvesting, a key technique for improving after-tax investment performance.
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.
- January 27, 2022
- Sean McDade
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
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.
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