Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Tax-Efficient Investing 2026: How to Cut Your Tax Bill by Thousands This Year
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Most investors focus on returns. Smart investors focus on what they keep after taxes.
In this episode of Retire Smarter, we break down how two portfolios can earn the same return—and still produce dramatically different tax outcomes. This isn’t about predicting markets or chasing performance. It’s about making structural investment decisions that reduce taxes and improve after-tax results in 2026.
We walk through how to use tax-loss carryforwards intentionally, including how they interact…
The skinny
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