The Case for Taxable Retirement Investing: Part 2

Discussing the potential advantages of taxable retirement accounts for retirees.

The Case for Taxable Retirement Investing: Part 1

Discussing the potential advantages of taxable retirement accounts for pre-retirees.

Balancing Act: The Role of Active, Passive, and Risk in Portfolios

Understanding the pros and cons of active and passive investment strategies.

2016 Defined Contribution Plan Survey Results Video

Learn about the knowledge, guidance, and focus required for plan participants to meet today’s retirement challenge.

ESG Strategies Could Make Retirement More Personal

Aligning with workers’ personal values may help increase defined contribution plan participation.

Two Ways to Measure Tax Efficiency

Taxes can exceed investment management fees – they shouldn't be an afterthought.

Defined Contribution Survey – Attitudes, Actions, Assessments

As investors save for retirement, why advisors, employers, and policy makers should stand ready to help.

Addressing Retirement Challenges

Watch this brief introduction to Natixis retirement strategies and solutions designed to address the challenges financial advisors and their clients encounter on both sides of the retirement equation.

Helping Investors Prepare for Retirement

Engaging with clients to formulate a comprehensive retirement strategy.

Helping Millennials PAYE Down Student Debt

Student loan debt is preventing many from saving for retirement.

Optimized Retirement Planning: Managed Risks, Focused Outcomes

This article is the third in a series on funding life in retirement. Investors face a multitude of complex issues and important decisions as they enter...

The Five Principles of Inspired Retirement – An Innovative Framework for an Authentic Need

This article is the second in a series focusing on funding life in retirement. As the responsibility for funding retirement shifts from governments...

How Taxes Impact Asset Allocation in Retirement Planning

For tax season, we’re reprising a collection of articles on the subject of tax management. The following is the fourth in a series of five articles. Whe...

4 Tax Strategies for Retirement Distribution Planning

As clients move from the accumulation to the distribution phase of retirement planning, an effective tax strategy can minimize taxes and maximize...

Income vs. Outcome: Matching Retirement Funding with Retirement Expenses

In recent years, interest rates have languished near record lows. Many retired investors who depend on investment interest alone to cover their...

Taxes in Retirement: How Investors Can Prepare

For advisors seeking to add value for clients who are entering or who are already in retirement, implementing tax efficient investment strategies can...