Taxes: Seeking tax-efficient income and equity


Many investors underestimate the impact of taxes on portfolio performance. Eaton Vance has the tools and experience that will help investors ease the tax burden.

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Insights

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A new administration in Washington: How will Trump’s policies affect taxes, investments, and the markets?

A new administration in Washington: How will Trump’s policies affect taxes, investments, and the markets?

Andrew H. Friedman, Jeffrey B. Bush | January 2017

For the first time in eight years, a new administration has assumed power in Washington. President Trump's initiatives promise to have far-ranging effects on taxes, health care, sector regulation, government spending, and the country's fiscal situation.

Department of Labor finalizes IRA fiduciary rule

Department of Labor finalizes IRA fiduciary rule

Andrew H. Friedman, Jeff Bush | April 2016

This paper summarizes the major changes in the final rules and provides an overview of the rules as finalized.

Products

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High Yield Municipal Income Fund
    • A credit-driven approach to high federal tax-exempt income
Municipal Opportunities Fund
    • An opportunistic approach to maximizing after-tax total return
National Municipal Income Fund
    • A diversified, credit-focused approach to municipal bond investing
TABS Laddered Municipal Portfolios
    • A customized, engineered approach to municipal bond investing
Parametric Custom Core™
    • A customizable approach to lower the tax burden on equities

Tools & Resources


Advisory Blog

Timely insights on the issues that matter most to investors – Income, Volatility and Taxes.

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Tax Information

View our available tax information, including distribution summaries, tax guides and tax supplements.

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Investment Tax Center

See the breakdown of how taxes could consume more than 50 cents of every dollar earned.

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Laddered Investing Interest Rate Scenario Tool

See how laddered portfolios may perform during a rising interest-rate environment.

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Tax-Equivalent Yield Calculator

See how munis’ favorable tax status compares with taxable bonds of equal quality and maturity.

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