Optimizing After-Tax Returns

Replay
Optimizing After-Tax Returns
November 30, 2023

Did you know the average American spends roughly a third of their lifetime earnings on state and federal taxes? That’s a significant chunk of hard-earned money.

As an independent financial advisor, you likely already recognize that after-tax, after-fee returns are at the forefront of your clients’ concerns.

Advisors often grapple with managing individual positions, choosing the right tax lots, timing trades perfectly, and the tedious task of reinvesting to align with the portfolio’s target allocation. Documenting all of this, tailored to each client’s tax bracket, can be overwhelming, detracting from valuable client interaction.

But we’re here to help.

Watch the replay as we dive into the world of tax management. We’ll be sharing a glimpse of what we’re working on and how you can use Altruist now and in the future to stay ahead of the tax curve and optimize after-tax returns for your clients.

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