Article

The Tax-Smart Investing Playbook (2026 Edition)

July 17, 2026 · Aditya Gupta

$19.00

It’s not what your investments earn — it’s what you keep. The Tax-Smart Investing Playbook shows how to build and manage a portfolio for maximum after-tax wealth, in both accumulation and retirement, built on current 2026 tax law.

You’ll master asset location, tax-loss harvesting, Roth strategy, and a withdrawal order that can add years to a portfolio’s life.

Rates, brackets, and IRMAA thresholds live in bronze-bordered Annual Update Matrix boxes for an easy January refresh.

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.