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

EPISODE · Apr 13, 2021 · 21 MIN

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

from AWM Insights Financial and Investment News · host AWM Capital, Brandon Averill, Erik Averill, Justin Dyer

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 Highlights02:52 President Biden’s Proposed Corporate Tax Plan05:08 Why Investors Overpay in Taxes06:06 How Your Financial Advisor is Hurting Your Returns08:15 Gross Returns vs After-Tax Returns09:45 Asset Location11:09 Turnover11:54 Tax-loss Harvesting14:54 Research shows potential 2.57% of additional annualized returnsResources10 Keys To Investing Like a ProTax Loss Harvesting+™ MethodologyQuantifying Advisor’s AlphaTax Efficient Investing GuideWhat’s Happening In The MarketsWhat’s In Biden’s Tax Plan?Same-Day Stock Settlements Are Here: Using Paxos Blockchain, Credit Suisse tGoldman bought 75 million pounds of Deliveroo shares to prop up IPO price: FT

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

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