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Financial Planning Friday’s – Improve Your After-Tax Returns

This Financial Planning Fridays teaser (#27) introduces strategies to improve your after-tax returns, chiefly tax-loss harvesting and tax-aware portfolio management. The full episode explains how keeping taxes low on your investments leaves more of your return compounding for you over the long term.

Jerry DavidseFinancial Planning Fridays

This Financial Planning Fridays teaser (#27) introduces strategies to improve your after-tax returns, chiefly tax-loss harvesting and tax-aware portfolio management. The full episode explains how keeping taxes low on your investments leaves more of your return compounding for you over the long term.

Key takeaways

  • What you keep after taxes matters more than your headline pre-tax return.
  • Tax-loss harvesting can offset gains and a portion of ordinary income each year.
  • Tax-aware investing is an ongoing process, not a once-a-year event.
  • This is a companion teaser to the full Financial Planning Fridays #27 episode.

Financial Planning Friday’s #27 – Improving After-Tax Returns

More on Tax PlanningInvesting & Markets

Written by

Jerry Davidse

Chief Executive Officer · CFP®

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