The Power of Tax Alpha - Tax Forward Investing Center

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CFP / CFA / IWI
CE Credit

The Power of Tax Alpha explores the impact of tax drag and tax alpha on clients’ portfolios, highlighting the benefits of tax-loss harvesting strategies in helping clients maximize after-tax wealth.

Learning Objectives:

Define tax drag and tax alpha and the impact to clients’ portfolios over time.
Evaluate different features of tax-loss harvesting and methodologies for implementation.
Demonstrate the power of loss harvesting and the potential benefits to long-term, after-tax returns.

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