September 26, 2018

Ten ideas to increase your after-tax investment returns

When saving for retirement you want to make sure that you get the highest returns possible. One way you can boost your returns by 1.5 to 3 percent is by carefully planning and considering your options to achieve the best after tax investment returns. For instance, if you have investments that you’ve held for a long time, you can minimize portfolio “lock-up” by periodically selling them when you have capital losses to offset the gains against, and then you can even buy back the same investment. Incorporating tax strategies into your investment portfolio while you are saving can significantly increase your returns, and if you’re unsure about what strategies to use or are unclear on tax laws, speak to a tax specialist.

“Wouldn’t it be nice to add a guaranteed additional 1.5 per cent to 3 per cent annually to your after-tax investment returns? This is possible if you take steps to minimize the tax on your portfolio.”

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