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Perspectives

Efficient Tax Management in Taxable VEBA Portfolios

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Reducing tax consequences in equity portfolios offers tangible benefits in the current tax environment. Three key decisions that directly influence the after-tax performance of such portfolios include 1) portfolio dividend tilt, 2) portfolio turnover, and 3) capital gain/loss realization. Each of these decisions should be evaluated in the context of tracking error versus the desired benchmark and could ultimately affect the benchmark selection.

NISA Efficient Tax Management in Taxable VEBA Portfolios

NISA Efficient Tax Management in Taxable VEBA Portfolios

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