Tax Inefficiency Silently Destroys Investment Returns
Most people approach taxes as an unavoidable cost—something to accept and move on. This mindset, while emotionally convenient, costs investors hundreds of thousands of dollars…
Tag: asset location strategy
The 0.5% Gap Destroying Your Investment Returns
The difference between an investor who earns 7% annually and one who earns 6.5% might seem negligible on paper. Over twenty years, however, that 0.5%…
Where Tax-inefficient Assets Drain Your Investment Returns
The difference between an investor who earns 7% annually and one who earns 7% after tax is not 7% at all—it is often 2-3 percentage…