Approaching Zero Taxes

Investment Tax Tools to Help Maximize After-Tax Wealth

Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.” This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns. We can’t overstate the importance of after-tax returns. 

Of critical importance, the paper incorporates the tax law changes legislated in the Tax Cuts and Jobs Act of 2017.

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Approaching Zero Taxes Summary

This brief summary of our Approaching Zero Taxes white paper provides a high level description of an approach to investing known as “tax-efficient investing.”

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