webinar
Tax-Savvy Investing: The 2025 Playbook
Mar 27, 2025, Thu | 12am UTC
About this session
It’s tax season, and as you tally up your tax bill, you might be wondering—how can I keep (and grow) more of my wealth in future years?
In this session, we’ll break down key tax-smart strategies to optimize your portfolio, reduce tax drag, and build your wealth more efficiently.
You’ll learn about:
🔹 Tax-efficient investments – infrastructure, government bonds, energy, and more 🔹 Harvesting tax losses through strategies like Direct Indexing 🔹 Mastering use of tax-advantaged accounts – including some lesser known ones!
From unlocking “tax alpha” in your investment mix to structuring assets for optimal growth, this playbook will equip you with actionable insights to lower your tax bill and maximize after-tax returns in 2025 and beyond.
DISCLOSURE: The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.
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