Tax-efficient investing strategies designed for your business.
Are you looking to minimize your business’s tax liabilities, or maybe you want to preserve your business’s wealth over the long term?
Whatever your reason, our Popular Investments® team can help you determine the right tax-efficient strategies for your business. Whether you’re just getting started, a growing LLC, or an established corporation, our tax-efficient investing options are designed to meet your unique business goals.
Explore your business' tax-efficient investment options.
Index mutual funds and ETFs
Certain index funds and ETFs are designed to minimize your tax implications. For example, index ETFs generate fewer taxable events than actively managed funds.2
Tax-managed stock funds
Some mutual funds are also managed with tax-efficient strategies, such as avoiding dividend-paying stocks or offsetting capital gains with losses.2
Municipal bonds and bond funds
Municipal bonds and bond funds are generally exempt from federal taxes. If you invest in bonds issued by your state, they may also be exempt from state and local taxes.2
Let's build a tax‑efficient investment plan.
Our financial consultants3 will guide you through each stage of the investment process.
We will assess your financial goals and needs.
Then, we'll make recommendations tailored to your objectives.
You can choose the products that are best for you.
Let's make a plan to drive your business forward.
Are you ready to get started on your business’s investment strategy? Our trained financial consultants3 ready to discuss your investment options so we can find the right solutions for your business.