Missing Significant Tax Savings? Pro Strategies: After-Tax Investing | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #57

Most people don't like to pay taxes and try to find every loophole there is. 

But when it comes to investing, most investors are paying taxes they don't have to.

As an investor, you care about one thing: your after-tax return. Because you have one net worth, and you have one effective tax rate. And you only get to spend, grow, or give after-tax money.

Listen in as we discuss the most significant tax savings strategies that research has shown to add 2.57% of annualized returns.

Key Highlights

• 02:52 President Biden’s Proposed Corporate Tax Plan
• 05:08 Why Investors Overpay in Taxes
• 06:06 How Your Financial Advisor is Hurting Your Returns
• 08:15 Gross Returns vs After-Tax Returns
• 09:45 Asset Location
• 11:09 Turnover
• 11:54 Tax-loss Harvesting
• 14:54 Research shows potential 2.57% of additional annualized returns

Resources

• 10 Keys To Investing Like a Pro
• Tax Loss Harvesting+™ Methodology
• Quantifying Advisor’s Alpha
• Tax Efficient Investing Guide

What’s Happening In The Markets

• What’s In Biden’s Tax Plan?
• Same-Day Stock Settlements Are Here: Using Paxos Blockchain, Credit Suisse t
• Goldman bought 75 million pounds of Deliveroo shares to prop up IPO price: FT