They say that only two things in life are certain. And while neither is anyone’s 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, so here’s your FREE guide on 5 tax hacks to help you minimize your tax burden.
This guide includes:
- How to lower your capital gains tax
- How to turn your losers into winners with tax-loss harvesting
- How tax location can maximize after-tax returns
- …and more. Download the guide for all 5 tax hacks.
Why is Tax-Efficient Investing Important?
Why are tax management and tax-efficient investing so important? Tax management just within the domain of investing can increase your portfolio’s return by 1% per year (“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.