Are there any tax benefits or considerations with Calvert investments?

Asked 6 months ago
Yes, there are tax benefits and considerations with Calvert Investments. Investing in Calvert's funds that focus on environmental, social, and governance (ESG) factors may provide investors with potential tax advantages. For example, Calvert offers funds that invest in community development initiatives, such as affordable housing and renewable energy projects, which may qualify for tax credits or deductions. Additionally, some of their funds invest in municipal bonds, which may provide tax-free income for certain investors. It is important to consult a tax advisor to understand how these investments align with an individual's tax situation and to maximize any tax benefits. Calvert Investments strives to provide investment options that not only generate financial returns but also support positive social and environmental outcomes.
Jeff Whelpley is the editor / author responsible for this content.
Answered May 3, 2024

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