Tax-efficient investing is a strategy to use specific products and accounts in a portfolio to maximize returns and minimize the taxes paid on those returns. Think of tax-efficient investing like ...

This strategy combines a tax-efficient equity index portfolio with an actively managed muni bond sleeve. While the team targets a 50/50 equity/bond split, it maintains the muni allocation at ...

Rowe Price Tax-Efficient Equity Fund earns a High Process ... Such positions do not tend to provide much ballast for a portfolio. In the most recent month, however, the fund's Quality exposure ...

While Modern Portfolio Theory provides a framework for efficient investing, tax-loss harvesting offers a way to directly ...

This means that while the investment portfolio grows ... view their investments as tools for wealth accumulation and efficient tax planning. The investment approach reviewed offers a distinct ...

Learn how a 721 exchange differs from a 1031, defers capital gains taxes and provides passive income for long-term investors.

Strategic investing isn’t just about growing wealth—it’s about preserving it in the most efficient ... opportunities for tax-loss harvesting and customized portfolio management, especially ...

These are exempt from corporate tax so long as they meet certain rules. NML fails the last rule and currently has about 35% of the portfolio invested in MLPs. Because of this, they are subject to ...