Ready... Set... Retire! by Raymond J. Lucia CFP
Author:Raymond J. Lucia, CFP
Language: eng
Format: epub
Publisher: Hay House
Published: 1999-12-31T00:00:00+00:00
Chris: What does the term tax efficient really mean?
Ray: Whenever multiple assets are managed by multiple managers, gains and losses occur. If someone sitting in an oversight position can see, for instance, when taxable gains are being made, he or she can sell some of the losing stocks in the portfolio to offset the gains. The result: a lower tax bill. Also, the fact that a strategic portfolio is passive means fewer moving parts and therefore, fewer costs and fewer taxable events.
John: Are there a lot of these tax-efficient managers?
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