posted on June 19, 2018 08:27
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.
Download the whitepaper
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.”
Download the summary