• Taxes & Insurance

Personal Capital 2018 Tax Guide for the Savvy Investor

February 21, 2018 | Personal Capital

The impact of efficient tax management within investing is substantial. Did you know that tax management on investment growth can increase your portfolio’s return by 1% per year?* Invested over 35 years, that can lead to a nearly 40% difference in the value of your portfolio. This can make a real difference in your life, whether it means retiring earlier, traveling, or helping your kids pay for college.

The Personal Capital 2018 Tax Guide for the Savvy Investor explores four key areas of taxes relating to investments:

  • Capital gains
  • Investment returns
  • Tax-efficient investment vehicles
  • Equity compensation

Taxes are critically important and tax management can be tricky, especially when it comes to investing. Proper tax management helps increase the amount money in your pocket, which ultimately increases the long-term chance of achieving your financial and life goals. The goal is to find the right spot between a balanced portfolio and tax efficiency.

Download our free guide to learn more.

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This blog is for informational purposes only; we are not in the business of providing tax or legal advice and we generally recommend seeking the advice and counsel of a tax professional before taking any action that may cause a material taxable event.

*Personal Capital, “Our Investment Methodology”

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