Index-based managed accounts can provide the potential for active, individualized tax management.
Index-based separate accounts can provide clients customization and tax control.
What shape might tax reform take under a GOP-controlled Congress and President Trump?
Curt Overway discusses the fundamentals of Unified Managed Accounts (UMAs) and provides an overview of the benefits they can provide to advisors and clients.
As tax-filing deadlines approach, here are some thoughts on how to potentially manage taxable short and long-term capital gains.
Discover the difference that active tax management can make in taxable investment accounts.
Strategies to consider for managing tax policy risk while saving for retirement.
Learn about loss harvesting in index-based separate accounts.
Watch this overview of Natixis tax management solutions utilizing customized separate accounts to help maximize after tax returns.
Compare exchange-traded funds (ETFs) and index-based separately managed accounts (SMAs).
Explore the potential benefits of tax loss harvesting.
Active Index AdvisorsSM Chief Investment Officer Kevin Maeda discusses the combined effects of market timing and taxation.
Portfolio manager Michael Buckius discusses how the fund’s low-volatility equity approach may be an effective way to manage risk in turbulent markets by reducing the impact of severe market swings on fund returns.
For tax season, we’re reprising a collection of articles on the subject of tax management. The following is the last in a series of five articles.
For tax season, we’re reprising a collection of articles on the subject of tax management. The following is the first in a series of five articles. In...
As clients move from the accumulation to the distribution phase of retirement planning, an effective tax strategy can minimize taxes and maximize...
For advisors seeking to add value for clients who are entering or who are already in retirement, implementing tax efficient investment strategies can...