Optimizing Investment Portfolios to Minimize Taxes

Insights on mitigating tax liability, tax-efficient investing, and the impact of tax reform on investor portfolios.

There’s a lot of talk about the effect of fees on investment returns, but in many cases taxes have an even greater impact. Curt Overway offers insights on tax-efficient investing from a portfolio management perspective:

  • Three specific techniques that can help reduce the overall level of taxable capital gains in a portfolio.
  • Despite the lower rates associated with the new tax code, tax management may be more important than ever in investment portfolios.
Natixis Investment Managers does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decisions.

All investing involves risk, including the risk of loss.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed above may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted.

2083776.1.1