Phrases with «tax alpha»

"Tax alpha" refers to the additional investment returns that can be gained by making smart decisions that minimize taxes. It means using strategies, like tax-efficient investing or taking advantage of tax deductions, to improve your investment performance by reducing the amount of money you pay in taxes. Full definition

Sentences with «tax alpha»

  • Specifically, to get the full benefit of the quoted tax alpha you have to satisfy the following assumptions: (earlyretirementnow.com)
  • If your marginal rate drops to zero in retirement, more than 80 % of the assumed Wealthfront tax alpha goes up in smoke: (earlyretirementnow.com)
  • Thus, the actual tax alpha can be significantly lower than what's calculated by Wealthfront and Betterment. (earlyretirementnow.com)
  • (see all sentences)
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