How to Keep More of Your Investment Gains

Most people hear “tax efficiency” and immediately think: nap time. Not today.

This week on Bangers Only, I sit down with Brent Sullivan — founder of Tax Alpha Insider, taxable-investing specialist, and the only person alive who can make “in-kind redemptions” sound like premium entertainment.

We dive into:

• ETFs vs. Mutual Funds… and why ETFs keep winning
• 351 Conversions
• Options overlay strategies
• Tax-loss harvesting, return of capital, and other phrases guaranteed to impress at holiday parties

If you’re an advisor, investor, or someone who just wants to keep more of what they earn, this episode is for you!

Connect with Brent Sullivan

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Timestamps