Tax-Efficient Investing and What It Means to Your Portfolio
by William Reichenstein
Provisions of the current tax code are scheduled to sunset each year for the remainder of this decade, and new tax legislation is passed every few years. In this state of flux it may seem like a waste of time to focus on tax-efficiency.
In this article
- Tax Implications of Retirement Accounts
- Calculating the Aftertax Asset Allocation
- Portfolio Implications
Share this article
However, the keys to tax-efficient investing are provided in a relatively small number of tax provisions, and it is unlikely that these will be eliminated in the near future.
To read more, please become an AAII member or CLICK HERE.