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Should you realize capital gains now?

In a low expected return environment, the prospect of higher tax rates has investors rightfully concerned about their bottom line. Learn how to address unrealized gains in your portfolio and implement other tax-efficient investing strategies.

The Biden Administration’s tax proposal has caught investors’ attention, especially among high net worth investors. Top concerns for investors center on a few key elements of the proposed plan, including:

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New research from The Northern Trust Institute sheds light on the potential impact of higher taxes on portfolios and offers tax-efficient strategies for a changing tax environment.

Download the full research report to learn:
  • If – and when – to realize capital gains;
  • Portfolio implications of the proposed tax plan;
  • How to minimize taxable income;
  • and Five best practices to prepare your portfolio for reform.



Disclosures
This document is a general communication being provided for informational and educational purposes only and is not meant to be taken as investment advice or a recommendation for any specific investment product or strategy. The information contained herein does not take your financial situation, investment objective or risk tolerance into consideration. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. Any examples are hypothetical and for illustration purposes only. All investments involve risk and can lose value, the market value and income from investments may fluctuate in amounts greater than the market. All information discussed herein is current only as of the date of publication and is subject to change at any time without notice. Forecasts may not be realized due to a multitude of factors, including but not limited to, changes in economic conditions, corporate profitability, geopolitical conditions or inflation. This material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed. Northern Trust and its affiliates may have positions in, and may effect transactions in, the markets, contracts and related investments described herein, which positions and transactions may be in addition to, or different from, those taken in connection with the investments described herein.

LEGAL, INVESTMENT AND TAX NOTICE. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Periods greater than one year are annualized except where indicated. Returns of the indexes also do not typically reflect the deduction of investment management fees, trading costs or other expenses. It is not possible to invest directly in an index. Indexes are the property of their respective owners, all rights reserved.