CAN YOU INCREASE INVESTMENT INCOME WITHOUT INCREASING RISK? YES, WITH TAX & COST EFFICIENCIES!
The tax and cost efficiency improvements summarized below could result in 43% higher net investment income over a typical 30-year retirement timeframe. On a $100,000 opening balance this could result in $229,000 more net investment income over 30 years. Taxes – Stock investing in taxable accounts generates dividend and capital gains income taxes. However, tax efficient stock investing …