Tax Tools and Strategies: OVERVIEW
NexGen has developed a product offering that is a “first” for the mutual fund industry. Because of its uniqueness, we have provided some tools and investment strategies that you can use to help determine the NexGen Fund(s) and Tax Class(es) that best meet your financial needs.
nexgen investment strategies
These strategies illustrate how our Tax-Managed funds and Tax Classes can significantly enhance your after-tax investment returns. The possible uses for our funds’ tax-efficiency tools will vary based on personal financial situations, but most investors will find in our examples an approach which applies to their circumstances. To make your job easier we have categorized the NexGen tax strategies as follows:
We will add new tax cases as we expand our services and discover new and interesting ways of utilizing our unique tax structure.
If you have discovered a great new use for one of our tax-advantaged solutions contact us at email@example.com
NexGen Online Calculators
Planning for your financial future is never easy. At NexGen we are doing our best to provide online tools that can help make understanding your financial situation just a little bit easier. That is precisely the reason that we are providing a number of online calculators for your use.