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.

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.