Show notes
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealthMost don't realize how important structure and strategy impacts an investment's tax efficiency.Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strategies — impact your after-tax returns.Learn why mutual funds can surprise you with taxable distributions, how ETFs use in-kind redemptions to avoid them, what SMAs are and how they may help, and how modern innovations like long-short overlays unlock new levels of tax efficiency.Here’s some of what we discuss in this episode:💼 Investment structure matters – How mutual funds, ETFs, and more advanced vehicles impact your tax bill.📈 ETFs = efficiency – Learn how they avoid unwanted capital gains distributions.🔄 Tax loss harvesting – The strategy behind realizing losses for long-term tax benefits.🧮 Direct indexing – Owning individual stocks for customized control and better tax outcomes.⚙️ Tax-aware long-short investing – The next evolution in creating ongoing, flexible tax advantages.Have questions?Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.http://bit.ly/calltruewealth

