Icon Close check-mark black-lock

Want to avoid a tax surprise?

Now's the best time to optimize.

Don’t get caught off guard with next year’s taxes. Learn the 5 Tax Hacks that every investor needs to know to make your portfolio more tax-efficient. Get your free copy of "5 Tax Hacks Every Investor Needs to Know" in seconds.

Learn how to:

Scroll down to see reasons to learn more

1

Lower your Capital Gains tax.

2

Beware of inefficient investment vehicles.

?

Learn all 5 Tax Hacks.

Enter your email for your tax hacks PDF.

Learn how to:

Scroll down to see reasons to learn more

1

Lower your Capital Gains tax.

2

Beware of inefficient investment vehicles.

?

Learn all 5 Tax Hacks.

Enter your email for your tax hacks PDF.

By signing up, you agree to our Terms of Use, Privacy Policy and Full Disclosures. You also elect to receive updates, newsletters, and offers from Personal Capital. This site is protected by reCAPTCHA, and Google’s Privacy Policy and Terms of Service apply.

Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who have entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author is not affiliated with PCC and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, Personal Capital Advisors Corporation (“PCAC”) will not pay increased management fees or other similar compensation to Author, PCC or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A.