Description
What You’ll Learn
- Why after-tax return is the only number that matters
- Asset location: which investments belong in which accounts
- How to harvest losses without tripping the wash-sale rule
- When Roth conversions pay — and when they don’t
- The tax-efficient order to withdraw in retirement
- How to manage capital gains and IRMAA thresholds
Who This Book Is For
Investors and near-retirees who want to keep more of their returns by managing taxes across accounts.
Format
Instant digital download (PDF). 2026 U.S. edition. Optimized for desktop, tablet, and mobile reading. Educational content only — not individualized tax, legal, or financial advice.





