by Brian Jacobs | Apr 17, 2025 | Blog, Investment Concepts
Most discussions about tax efficiency focus on maximizing after tax returns, and for good reason. The math is compelling. Consider a 10% pretax return: at a 33% short term tax rate, it becomes 6.7% after taxes if taxed annually. If held for just over a year and taxed...
by Brian Jacobs | Jan 9, 2024 | Blog, Investment Concepts
Unleashing the Power of ETF Tax-Efficiency for Higher Compounded Returns Exploring how reinvested earnings, return, and tax deferral provide the rocket fuel for compounded dollar growth Compounding > Couponing Compounding, the process where reinvested earnings...
