5 Tax Hacks: A Guide to Tax-Efficient Investing | Personal Capital
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Guide: 5 Tax Hacks for Investors

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:

  1. How to lower your capital gains tax
  2. How to turn your investment losers into winners with tax-loss harvesting
  3. How tax location can maximize after-tax returns

… and other key insights from our certified financial planners.

Get Your Free Guide

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.

Get Your 5 Tax Hacks for Smarter Investing

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

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This year, my top financial priority is:

Building my emergency fund
Paying off high-interest debt
Budgeting better
Saving for a short-term goal, like a vacation or new car
Increasing my investment contributions
Maintaining status quo - I’ve got this under control

Make moves toward your money goals with Personal Capital’s free financial tools.