JUNE 24, 2024

Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish

In this episode, Altruist’s Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve some clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s automated tax management tool, TaxIQ. For advisors exploring ways to generate additional tax savings for clients, this episode is a must-listen.