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Investment Tax Tools to Help Maximize After-Tax Wealth

Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.” This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns. We can’t overstate the importance of after-tax returns. 

Of critical importance, the paper incorporates the tax law changes legislated in the Tax Cuts and Jobs Act of 2017.

Approaching Zero Taxes Summary

This brief summary of our Approaching Zero Taxes white paper provides a high level description of an approach to investing known as “tax-efficient investing.”

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $7 billion in assets under management. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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