Tax Efficient Investing

Episode Notes

When investing in a brokerage account, as with any investment, it's important to be tax efficient.  Why pay more taxes than you have to?

Today, Amy Walls of Thimbleberry Financial walks us through tax-efficient investing, or minimizing the amount of taxes you owe.

There can be a difference in taxes on long term vs short term capital gains.

Rate of return after taxes and fees is what's important.

Taxes on investments are often paid out of cash flow, not out of those investments themselves!

Amy explains stock, mutual fund, ETF, and muni bond investments, but also warns of pitfalls, including surprise tax bills, rebalancing, and emotions/bias.

For help with your financial future, contact Amy Walls at Thimbleberry Financial:

Or call: 503-610-6510