Portfolio strategies

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.