Tax-Efficient Investing: Downsizing

Downsizing your home can be one approach to help fund your retirement. Learn the most tax-efficient way to keep more of that income in retirement.

Downsizing your home can be one approach to help fund your retirement. Robert Handelman, Vice President of Tax & Wealth, explains how to make the most out of this strategy by outlining a tax-efficient method that allows investors to keep more of that income in retirement.

Learn how Natixis Tax Class Funds can help maximize your after-tax return.