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 harvestingHow 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.
Download Your Free Tax Guide: “5 Tax Hacks for Investors”
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.
