Tax-Managed Investing 101

New to the active tax management concept? Explore this page for the highlights.

What is active tax managed investing?

Active tax-managed investing is an investment approach aimed at minimizing tax drag and maximizing after-tax wealth.

This dynamic approach uses real-time, year-round techniques such as tax loss harvesting, minimizing wash sales, and tax-smart yield management to systematically target sources that may erode investment returns, while helping investors keep more of what they earn.

How does tax management help me?

After tax wealth

Focuses on improving after-tax wealth

Tax drag

Seeks to minimize tax drag, helping you retain more earnings

Tax effieciency

Offers real-time, year-round techniques to optimize tax efficiency

Capital gains

Aims to reduce both capital gains & federal taxes

In a world where investors are fixated on a pre-tax investment perspective, after-tax investment value tends to be an afterthought.

Yet, the compounding tax drag nevertheless continues to weigh down portfolios and reduce returns. Fortunately, this perpetual problem has a systematic solution in the form of active tax management. Designed to target actual problems faced by investors, this dynamic approach carries out real-time, year-round measures aimed squarely at minimizing avoidable losses and maximizing after-tax wealth.

Explore our tax managed funds and resources

Tax-Managed Funds & Tools

Russell Investments can help you oversee your tax-managed investments with an after-tax awareness.

Our Approach to Tax Management

Mutual fund investing involves risk, principal loss is possible.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

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