While taxes aren’t usually a favorite topic, the reality is that taxes are often one of your largest expenses.
Good tax management and tax-efficient investing is crucial for growing your net worth. That’s why we created a free guide for investors. When you download the guide, you also unlock access to our free financial dashboard. This technology allows you to analyze your investments, plan long-term, and see all of your financial accounts in one place.
Our Tax Guide Includes:
- How to lower your capital gains tax
- How to turn your investment losers into winners with tax-loss harvesting
- How tax location can maximize after-tax returns
… and other key insights from our certified financial planners.
Why is Tax-Efficient Investing Important?
Tax management just within the domain of investing can increase your portfolio’s return by 1% per year. (Learn more about how we help optimize your taxes and Our Investment Methodology )
While 1% may not sound like very much, that can lead to a nearly 40% difference in the value of your portfolio over 35 years. That can mean retiring earlier, traveling, or helping your kids pay for college.
