Taxes Can Take a Big Bite out of Your Returns (Video)

While we all know that taxes can eat away at the long-term growth of investments, do you know just how much you’re paying? For individuals in the highest tax-brackets, taxes could reduce their total annual investment return by almost 2% a year or more. Yet there is a way to reduce your tax burden.

In this four-minute video, we explain how incorporating tax efficiency into your investment approach can help you keep more of what you earn on your investments. Learn the strategies Wipfli Financial uses for our clients to maximize their after-tax returns. After all, it’s not necessarily about what you earn — but it is about what you keep. Contact us to learn more about tax-efficient investing and our investment philosophy.

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Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services and fees is set forth in Wipfli Financial’s current Form ADV Part 2A brochure, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
Wipfli Financial Advisors Investment Committee
Wipfli Financial Advisors Investment Committee

About Wipfli Financial's Investment Committee: https://www.wipflifinancial.com/investment-advisory/our-philosophy/investment-committee

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Taxes Can Take a Big Bite out of Your Returns (Video)

time to read: 1 min