Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss.

In part 1 of this series, Kevin Kroskey, CFP®, MBA explored why adding the TALS strategy may yield significant investing and tax benefits. He described how TALS can help you defer, avoid, and potentially eliminate your capital gains.

For the most successful investors that meet the definition of an SEC Qualified Purchaser, generally one with $5m+ of investments, there is another leg to the TALS strategy that can help you solve your ordinary income tax problems too. Whether derived through your business or from non-business income such as wages, interest, non-qualified dividends be sure to tune in and listen closely.

Here’s some of what we discuss in this episode:

• Why should you care about this investing strategy?
• The tax benefits to TALS and the keys to smart trading and executing.
• Applications of how realizing capital losses can be beneficial.
• The TALS separately managed account and limited partnerships strategy.

Learn more about tax strategies and tax-aware investing here: https://www.truewealthdesign.com/part-2-the-long-and-short-on-tax-aware-long-short-tals-investing/

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth