perspectives
Are Taxes Hurting Your Investment Returns?
Investors holding mutual funds and exchange-traded funds in taxable accounts should seek to capture high after-tax returns, not just rewarding pre-tax returns. In Episode 17 of “The Informed Investor” podcast, Dimensional’s Mark Gochnour, Rob Harvey, and Jake DeKinder go in-depth on how investments are taxed, why some funds hit investors with large taxable distributions, and which tools funds may use for maximizing after-tax returns.
