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A multiyear portfolio tax strategy

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Continue to leverage the Tax Cuts and Jobs Act (TCJA) provisions.  Prepare for their potential elimination

You may have more control over the amount and timing of taxes than you realize — especially when it comes to your investments.

Looking ahead, several important changes that were implemented through the 2017 Tax Cuts and Jobs Act (TCJA) are scheduled to expire at the end of 2025. While this may seem far away, now is a good time to create a multiyear tax strategy that will allow you to benefit as much as possible from the TCJA’s provisions while, at the same time, prepare for their expirations.

Key idea:  As you explore this longer-term plan, ask your financial and/or tax professional for some real-world scenarios, specific to you, that show you the financial impact of current provisions today and the expiration of those provisions down the road.

1. Tax-efficient investing to-dos

Regardless of the tax environment, taking the steps below will lay the groundwork for a tax-efficient investment strategy. Ideas to consider:

2. Review the tax landscape

As the scheduled expiration of the TCJA tax provisions nears, it may be helpful to think back to your pre-TCJA tax returns. With your advisor’s help, you’ll want to consider:

3. Minimize the impact of taxes on investment returns

The value of your investments is changing, and the varying levels of capital gains and losses in your portfolio creates opportunities to enhance the amount of your after-tax returns. Additionally, changes to your income level could change your tax bracket; or, if you’ve moved, you could be subject to different state and local taxes. Perhaps you received equity options from your employer that you want to exercise; the expiring TCJA provisions are another important variable in this equation. Your advisor can help you sort through these moving parts and answer questions such as:

Plenty can happen in the coming years from a tax perspective. Changes to the tax code could even happen prior to 2025. Together with your tax professionals, your advisor can help you factor taxes into your investment strategy and develop a tax-efficient investment approach that considers the current tax environment and helps you prepare for any future changes down the road.

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For more information, please consult with your financial professional and visit nuveen.com. Financial professionals can contact their Nuveen Advisor Consultant at 800.221.9271.

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