Taxes are a consideration for every investor, but they can be very complicated. It’s not always clear where they are assessed or how much they impact your portfolio. So, while some tax is necessary, your strategy may have you paying more than you have to.

To help us break down this complex subject, we reached out to Peter Mladina, executive director of portfolio research for Northern Trust Wealth Management. Together, we’ll discuss how taxes compare to fees, how to assess your tax burden, and when it’s prudent to incur taxes. Pete lays out which investment strategies are tax-efficient—and which ones aren’t. Plus, we’ll explore why taking on additional tax can sometimes be beneficial.

With careful planning, you can minimize the impact that taxes have on your portfolio, and maximize the benefits they receive from those taxes. So join us, as we ensure that your investments are serving your goals!

Highlights:

How much unnecessary tax do investors commonly pay (2:59)
Direct indexing and taxation (5:17)
Taxes and tactical trading (7:25)
Best practices for rebalancing (11:13)
The benefits of certain tax-inefficient strategies (12:38)

Links:

Feedback:

If you have questions about the show or topics you'd like discussed in future episodes, email our producer (contactnorthern@ntrs.com).

Tax Drag with Pete Mladina, Executive Director of Portfolio Research

Powered by Wave AI