You met your tax deadline, put away your documents and mailed the last of your checks to the government. So, now you can forget about taxes, right? Wrong! The decisions you make all year long regarding your investments can have an immense impact on next year’s taxes. Thankfully, at AAII we are passionate about helping you get the most out of your investments so you can avoid letting tax issues or fees drive your investing decisions.
Members have access to the annual Tax Guide, countless AAII Journal articles on tax topics and a dedicated Tax Strategies Community.
Here is a sample of the questions we’ve recently posed to the AAII Community:
This newly established community provides a space where members can ask questions, access resources and exchange insights with other members on a range of tax topics.
Ready to dive into the AAII Tax Strategies Community today? Log in to https://community.aaii.com with your AAII member credentials and select the “Join” button next to any of the communities you want to explore.
Field Notes From the Chapters
Decades ago, as a very junior investment banker, I worked on a finance project in West Virginia. A sympathetic client sent me a series of “exotic” local postal covers. Someday, my heirs will stumble upon envelopes from Peapatch and Cucumber, West Virginia, and wonder. Just like my siblings and I wondered about the large bag of adult human teeth we found, postmortem, in our genteel mother’s sock drawer—NOT a treasured memento!
If you live in Peapatch or Cucumber, your nearest AAII chapter meeting might be in Pittsburgh (Bryan Armour on ETFs), or perhaps Research Triangle (Mark Skousen on post-midterm investing) or Greensboro (John Simms on Federal Reserve policy). The drive, while scenic, would be obviated by listening to webinars online from any of the 16 chapters that livestream or webcast. Check out the upcoming chapter meetings at https://community.aaii.com/events/calendar.
If you’d like to honor a new graduate, we suggest giving the gift of AAII membership. It’s a gift that will be treasured, won’t languish in a sock drawer and will cement your legacy without Fixodent. Go to www.aaii.com/gift for details. And ... Yo, Mom! THANK YOU for introducing me to AAII. I’m still here. But ’scusi, we tossed the teeth.
—Hollis Wagenstein-Hurturk, AAII Chapter liaison
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