Tax-managed investing 101
New to the active tax management concept? Explore this page for the highlights.
What is active tax managed investing?
Active tax-managed investing is an investment approach aimed at minimizing tax drag and maximizing after-tax wealth.
This dynamic approach uses real-time, year-round techniques such as tax loss harvesting, minimizing wash sales, and tax-smart yield management to systematically target sources that may erode investment returns, while helping investors keep more of what they earn.
How does tax management help me?
In a world where investors are fixated on a pre-tax investment perspective, after-tax investment value tends to be an afterthought.
Yet, the compounding tax drag nevertheless continues to weigh down portfolios and reduce returns. Fortunately, this perpetual problem has a systematic solution in the form of active tax management. Designed to target actual problems faced by investors, this dynamic approach carries out real-time, year-round measures aimed squarely at minimizing avoidable losses and maximizing after-tax wealth.
Where can I learn more about tax-managed investing?
Tax management blog posts from Russell Investments' experts