Why Standard Tax Planning Leaves Money on the Table
Standard tax planning operates reactively—a business owner minimizes tax on this quarter’s profit, an investor harvests losses on this year’s portfolio, a high earner maximizes…
Tag: tax-efficient investing
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…