Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.
Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.
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.
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
A review of the actual experience of applying tax management techniques to real-world portfolios that are diversified and actively managed.
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.
Learn how overlay management allows advisors to combine SMAs, mutual funds, ETFs and other vehicles into a single tax-managed account or portfolio.
Research shows that taxes can reduce returns by as much as 2% a year, but there are many ways to reduce the tax bite.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.