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Tax-advantaged investing

Download 2023 taxable equivalent yields

It's not what you earn, it's what you keep®

Interest rates are rising, financial markets have declined and tax rate increases are on the horizon. In this environment, there is opportunity to add value by considering tax-smart strategies for changing conditions. Nuveen invests in a range of tax-efficient asset classes and vehicles to help maximize after-tax outcomes and advance financial goals. Review resources to address the current landscape, and consider allocating to tax-advantaged asset classes such as municipal bonds to help.

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2023 taxable equivalent yields
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Vasco da Gama Bridge
Municipal Bonds Municipal market: four themes to watch in 2023
Here are four things we suggest investors watch for this year, along with ideas for portfolio positioning.
22 Feb 2023
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Income Investing Fixed income perspective: preferred securities
Preferred security structures may pay qualified dividend income (QDI), which is taxed at a lower rate than income from traditional fixed income investments.
Douglas M. Baker, Brenda A. Langenfeld
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Real Estate Real estate 2023 outlook
The five themes we think will predominantly drive real estate investing.
09 Dec 2022
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1 Nuveen traces its history back to 1898 and TIAA was founded in 1918.

2 ANREV/INREV/NCREIF Fund Manager Survey 2022. Survey illustrated rankings of 143 fund managers globally by AUM as at 31 Dec 2021.

3 Nuveen, Morningstar Direct as of 31 Dec 2022. Based on total net assets of U.S. open end funds for the Nuveen Family of Funds and the TIAA CREF Funds, excluding exchange traded funds, money market funds and fund of funds. Based on a review of 630 fund families and 100 fund families with municipal bond assets.

4 Pensions & Investments, 06 Jun 2022. Rankings based on U.S. institutional tax-exempt assets under management as of 31 Dec 2021 reported by each responding asset manager; updated annually.

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